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.