Relationship Advisor

Job Description

Job Description

Relationship Advisor

Public Service Credit Union – Fort Wayne, Indiana

As Public Service Credit Union continues to experience growth in new memberships and loan volume, we are expanding our team and looking for a Relationship Advisor who thrives on building relationships and uncovering financial opportunities. In this role, you will play a key part in supporting lending initiatives, growing member relationships, and contributing to the credit union's ongoing success.

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!

Pay Range: $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.

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 seeking referrals and new business opportunities.

Service Excellence

• Provide comprehensive, prompt, and accurate service across all delivery channels.
• Assist members with transactions, account maintenance, and financial inquiries.
• Address 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 while managing a portfolio of members.
• Strong interpersonal, communication, and relationship-building skills.
• Ability to identify member needs and provide appropriate financial solutions.
• Strong attention to detail and 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 and Paid Holidays
• Staff Celebrations, Rewards, and Incentives
• Career Development, Training Programs, and Advancement Opportunities
• A Positive, Mission-Driven Workplace Culture

Why Join PSCU?

At Public Service Credit Union, you're not just filling a role. You're 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!