Relationship Banker- Hybrid

Our Mission:
To deliver great rates that save our members money, provide easy access that saves them time, and offer remarkable service that preserves their peace of mind.

Our Vision:
To be the lifelong trusted partner of more and more members as they pursue their dreams.

Our Purpose in Sales:
To drive meaningful growth by connecting members with the right financial solutions- building trust, deepening relationships, and empowering members to achieve their goals.

Who We’re Looking For

We’re seeking a Relationship Banker who is:

• Driven and self-motivated – You take initiative and thrive in a goal-oriented environment.
• A persuasive communicator – You connect with members through phone, email, and direct outreach.
• A team player and individual contributor – You shine in collaboration and when working independently.
• Passionate about growth – You’re excited to help members while achieving personal and team goals.
• Customer-focused – You deliver exceptional service and build lasting relationships.

What You’ll Do

Member Onboarding

• Personally welcome all new members, including those from Indirect Lending, with a phone call and guidance through next steps.
• Use marketing tools and member data to recommend the next best product.
• Enroll members in Online Banking, set up auto-payments, and cross-sell a checking or second product during onboarding.

Product & Service Sales

• Drive product adoption through structured outreach via phone, email, and direct mail.
• Build lasting relationships with members through consistent, personalized follow-up.
• Meet or exceed monthly sales goals for key products like HELOCs, credit cards, and checking accounts.

Program Support & Cross-Selling

• Lead the Direct@Work program, serving as the main contact for partner business employees.
• Attend financial literacy events and support community partner presentations.
• Contribute to campaigns and referral programs, and follow up on inbound leads from Direct.com.

What You Bring

• BA/BS degree or equivalent experience.
• Strong sales or prospecting background, ideally in financial services.
• Excellent customer service and relationship-building skills.
• Proven ability to influence, persuade, and close over the phone.
• Solid analytical thinking and problem-solving abilities.
• Knowledge of relevant credit union regulations and operations.
• A track record of meeting or exceeding sales targets in a fast-paced environment.

What We Offer

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package including:
  • Medical, dental, and vision insurance
  • Life and disability insurance
  • 401(k) with match and a pension plan
  • Paid vacation, sick, and personal time
  • Student loan paydown program
• Ongoing training and a supportive, growth-focused culture.
• A collaborative team environment where your contributions are recognized and valued.

Direct Federal Credit Union is an Equal Opportunity Employer (M/F/D/V).

• Must obtain Certified Financial Counselor credentials within the first 6 months.