pscu

pscu

Relationship Advisor

Fort Wayne, Indiana

Sponsorship not specified$20k-$25kDetected 20 days ago
Outbound SalesCustomer SupportCommunication

About the role

  • The Relationship Advisor serves as a front-line ambassador for PSCU, supporting all sales efforts related to new membership growth, loan production, and deepening member relationships.
  • Relationship Advisors play a key part in helping families achieve financial success and moving PSCU toward its strategic goals.

Responsibilities

  • Member Experience & Relationship Building
  • Build strong relationships with members and help guide them into a full relationship with PSCU.
  • Develop a personal book of business through outbound calling and proactive relationship management.
  • Support all credit union sales initiatives for new memberships and lending goals.
  • Consult with members to recommend tailored financial solutions that support their goals.
  • Maintain up-to-date knowledge of PSCU products, services, rates, technology, policies, and procedures.
  • Actively contribute to a positive branch culture and support team goals.
  • You'll be empowered to make a difference, build meaningful relationships, and help families achieve financial success.
  • In this role, you will create an exceptional member experience, consult with members to understand their financial needs, and match them with the right products and services.

Requirements

  • Ability to work independently, managing a portfolio of members.
  • Ability to identify member needs and provide appropriate financial solutions.
  • Complete all required documentation accurately, efficiently, and in compliance with policy.
  • Strong interpersonal, communication, and relationship-building skills.
  • Meticulous with strong organizational skills.
  • Comfortable working with technology, systems, and financial documents.
  • A passion for helping people and contributing to a member-focused culture.
  • Employee Benefits
  • Medical, Dental, and Vision insurance
  • Group life insurance
  • 401(k) with employer match
  • Paid time off + paid holidays
  • Staff celebrations, rewards, and incentives

Nice to have

  • Prior experience in banking, customer service, or sales preferred.

Compensation

  • $19.51-$25.46 per hour
  • Note: Compensation is based on skills and experience. The upper end of the range is intended for candidates with 10+ years of relevant experience in comparable roles.
  • Position Summary
  • The Relationship Advisor serves as a front-line ambassador for PSCU, supporting all sales efforts related to new membership growth, loan production, and deepening member relationships.
  • In this role, you will create an exceptional member experience, consult with members to understand their financial needs, and match them with the right products and services.
  • Relationship Advisors play a key part in helping families achieve financial success and moving PSCU toward its strategic goals.

Company info

  • At Public Service Credit Union, you're not just filling a role; you are becoming part of a community.

This listing is sourced directly from pscu's careers page and normalized into a canonical job model.