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Relationship Representative

Job

Elwood Professional

Zionsville, IN (In Person)

Full-Time

Posted 3 weeks ago (Updated 2 weeks ago) • Actively hiring

Expires 7/21/2026

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Job Description

Relationship Representative The Relationship Representative is responsible for welcoming and engaging in meaningful conversations with our Member base and creating value while completing transactions with high accuracy. A Relationship Representative will develop to a high level of competency in educating and advising on financial solutions through products and services based upon Member needs and goals. This position is actively involved with Member outreach programs, new deposit account openings and Retail operations while contributing to the safety and security of the branch in compliance with policy and procedure. Company Profile
FLSA CLASSIFICATION
Non-Exempt
TYPE OF EMPLOYMENT
Full-Time and Part-Time
REPORTS TO
Branch Relationship Manager
JOB FAMILY
Retail
SUPERVISORY RESPONSIBILITY
No
SALARY GRADE
6 What's in it for you? Elwood Professional associates are eligible for a comprehensive and competitive benefits package plus an exclusive savings program, including: Medical/Vision/Dental/Rx plans Holiday Pay Teladoc (online care) Referral Bonus Incentive And More!
Relationship Representative Details:
Contract to Hire position $18.00 /hour First Shift (Monday through Friday) This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform. Creates value by actively engaging Member during account transactions while educating and advising Members on Credit Union products and services. Transactions include deposits, withdrawals, transfers, cash advances, loan payments, check cashing, sale of negotiable instruments and cash exchanges. Performs Member account maintenance, telephonic outbound calling to Members and engages in Member outreach activities to build Member relationships through value added promotion of products and services and in support of the Member feedback program. Applies useful knowledge on products and services to assist Members. Ensures financial literacy and applies expert knowledge and awareness of lending products, Retail Operations, special titled accounts and new account procedures and policies Proactively engages with Members in problem solving. Proactively engages in value creating initiatives and tactics set forth by Retail Leadership. Effectively uses non-Member facing time to create value through activities such as providing Member services in the Contact Center or Retail operational needs. Engages in required Learning Path for continued development and growth within the specified timeframes.
Relationship Representative Qualifications:
Basic Leadership & Impact Basic Communication Basic Self-Directed Basic Reasoning Intermediate Reliability Basic Social Intuition & Influence Basic Cognitive Flexibility & Innovation Basic Interpersonal Maturity We are an Equal Opportunity Employer and celebrate diversity at all levels of our organization. How to
Apply:
Email, call, or text us today! Feel free to apply online at www.elwoodjobs.com! Meagen Zimmerman 4111 Central Avenue Columbus, IN 47203 (812) 372-6200 meagen.zimmerman@elwoodprofessional.com •See above for qualifications #IJ #FIN1