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Relationship Banker

MIDFLORIDA Credit Union
Saint Petersburg, FL Full Time
POSTED ON 1/4/2025 CLOSED ON 3/4/2025

What are the responsibilities and job description for the Relationship Banker position at MIDFLORIDA Credit Union?

Why have a job when you can build a career? We are proud to be defined by the excellent service and convenience offered to our members, as well as our diverse workforce and company culture. There are many reasons to work for MIDFLORIDA, which is probably why we were voted one of Florida Trend's "Best Places to Work." MIDFLORIDA offers a positive team culture, an open-door management style, a commitment to diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members!

Relationship Bankers perform the following functions:

  • Improve the financial well-being of our members and provide excellent service by identifying and recommending appropriate MIDFLORIDA Credit Union products and services to create fully engaged financial relationships with our members.
  • Complete signature card, loan, IRA, and other documentation in a timely and accurate manner.
  • Manage a cash drawer and assist in daily branch balancing as needed.
  • Present a neat and professional personal appearance, in accordance with credit union professional image standards.
  • Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines.
  • Exhibit a high degree of integrity, trustworthiness, and professionalism always.
  • Exude a positive and professional attitude with members and partners consistently.
  • Develop a strong understanding of customer facing technology with the ability to discuss with and enroll members in self-service options.
  • Proactively identify ways to improve employee and member experiences.
  • Perform other duties as assigned.

Qualified candidates will possess:

  • Possess excellent customer service skills along with strong verbal and written communications skills.
  • Must have a strong desire to help people.
  • History of cash handling experience.
  • Proficient in the use of computers, the internet and Microsoft Office.
  • A history of meeting or exceeding sales expectations.
  • Minimum of 2-3 years of experience, including teller, new accounts, and lending.
  • Familiarity with credit union and/or banking regulations.
  • The eligibility to meet the requirements of the SAFE Act to be registered as an MLO with NMLS.
  • Availability to work any shift between the operating hours of 7:00 AM - 7:00 PM Monday through Friday and between 8:00 AM - 1:30 PM on Saturdays.
  • A High School Diploma or equivalent is required.

MIDFLORIDA Perks:

  • Stability
  • Opportunity for growth
  • Paid time off and paid holidays
  • Tuition assistance after 6 months of service
  • 401K Plan with employer matching
  • Health, Dental, and Vision Insurance - Generous and affordable plans for employee and family
  • Employee Assistance Program- No waiting period to access benefit
  • Salary and Bonuses Bonus programs and annual appraisals with salary increase opportunities

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

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