Relationship Advisor I jobs in United States
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Centra Credit Union ยท 2 weeks ago

Relationship Advisor I

Centra Credit Union is a leading financial institution in Indiana, dedicated to making a meaningful impact in the financial lives of its members. They are seeking a motivated professional to join their team as a full-time Relationship Advisor I, responsible for engaging members and advising on lending and financial products to create value.

BankingFinanceFinancial Services
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Culture & Values

Responsibilities

Creates value by engaging Members during discussion and transactions while educating and advising Members on products, services, and lending
Proactively engages with Members in problem solving, providing immediate and thoughtful consultation for tailored solutions
Ensures own accountability for subject matter expertise in products and services, problem solving and financial literacy to continually grow skills required for Member engagement
Engages in required Learning Path for continued development and growth and obtains Centra certification

Qualification

Financial literacyMember engagementConsultation skillsProblem solvingSpanish/English proficiency

Required

High School Diploma or General Education Diploma (GED)
A minimum of one year up to three years of similar or related experience, including preparatory experience

Company

Centra Credit Union

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Centra Credit Union provides personal and business financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Rick Silvers
President and CEO
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David Mann
Chief Financial Officer
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Company data provided by crunchbase