Relationship Advisor

Relationship Advisor

PSCU - 3.3

Fort Wayne, IN Job Details Full-time 1 hour ago Benefits Paid holidays Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Opportunities for advancement Life insurance Qualifications Opening bank accounts Financial sales Customer relationship building Greeting customers Regulatory compliance Promoting bank products Client relationship development Cross-selling Organizational skills Lending Outbound calling Communication skills Consultative selling Entry level Customer complaint resolution Full Job Description Member Relationship Advisor Job Description Relationship Advisor Public Service Credit Union - Fort Wayne, Indiana - https://www.mypscu.com/ About Public Service Credit Union Public Service Credit Union (PSCU) is Fort Wayne's oldest credit union, proudly serving our community with integrity, compassion, and commitment for nearly a century. We believe that banking should be people-focused, service-driven, and built on genuine relationships, because when our members succeed, we succeed. If you're passionate about helping people and want to grow your career in a supportive environment, PSCU is an awesome place to work! 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. 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 Career development, training programs, and advancement opportunities A positive, mission-driven workplace culture Key Responsibilities Member Experience & Relationship Building Greet and welcome members in a courteous, professional, and timely manner. 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. Sales & Consulting Support all credit union sales initiatives for new memberships and lending goals. Open new memberships, deposit accounts, and consumer loans. Cross-sell PSCU products and services based on member needs. Consult with members to recommend tailored financial solutions that support their goals. Ask for the business by actively campaigning for referrals/new business. Service Excellence Provide comprehensive, prompt, and accurate service across all delivery channels. Assist members with transactions, account maintenance, and financial inquiries. Field member concerns and work toward quick, effective resolution. Operational & Compliance Responsibilities Complete all required documentation accurately, efficiently, and in compliance with policy. Maintain up-to-date knowledge of PSCU products, services, rates, technology, policies, and procedures. Follow all security, regulatory, and operational guidelines. Team Contribution Actively contribute to a positive branch culture and support team goals. Demonstrate professionalism, integrity, and a commitment to PSCU's mission of helping families achieve financial success. Qualifications Prior experience in banking, customer service, or sales preferred. Ability to work independently, managing a portfolio of members. Strong interpersonal, communication, and relationship-building skills. Ability to identify member needs and provide appropriate financial solutions. 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. Why Join PSCU? At Public Service Credit Union, you're not just filling a role; you are becoming part of a community. You'll be empowered to make a difference, build meaningful relationships, and help families achieve financial success. If you're driven, friendly, and excited about growth, we'd love to meet you!