Digital Relationship Advisor I

Thank you for your interest in a career with Centra.

A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities.

Centra was established in 1940 and is headquartered in Columbus, Indiana.

Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States.

Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC.

Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family.

Credit Unions are Not for Profit, Not for Charity, But for Service.

If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra has an opportunity for a Digital Relationship Advisor I in Columbus, Indiana.

This position is responsible for engaging Members in meaningful conversations and advising on lending and financial products and services to create value.

A Digital Relationship Advisor will perform at a high level of competency in educating and counseling on financial solutions.

This position will perform Member account transactions to fulfill periodic need in Retail Operations and contributes to the safety and security of the branch in compliance with policy and procedure.
The position has a Learning Path to develop and grow their skills while transitioning from a Digital Relationship Advisor I through Digital Relationship Advisor III role.

The minimum starting wage for this opportunity is $27.15 per hour.

Spanish/English interpreters may be eligible for an interpreting differential.

ESSENTIAL FUNCTIONS:
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 Members during discussions and transactions while educating and advising Members on Credit Union products and services.

Ensures financial literacy and applies expert knowledge of lending products, Member accounts and new account procedures and policies. 


* Proactively engages with Members in problem solving.

Provides immediate thoughtful consultation for tailored solutions on Member specific issues. 


* Performs all aspects of lending processes including but not limited to full application processing, collateral valuation, document preparation, loan closing, file maintenance, loan underwriting within set limitations, lien perfection and document retention practices.


* Educates Members about our loan programs, evaluates their needs and recommends loan options with Members needs in mind.


* Performs regular Member account maintenance and telephonic outbound cal...