Personal Banker

About the role

The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind.

Responsibilities

• Interview existing and potential members in person and by phone and explains specific services, products, and policies.
• Identify members’ needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards.
• This includes outbound call expectations pertaining to CRM and other call list leads.
• Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration.
• Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending.
• Build and maintain a book of business to help improve present, past, and future member relationships.
• Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being.
• Perform new account functions, explain various account and ownership options, and obtain the required information and documentation.
• Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process.
• Ensure that the Credit Union’s quality and professional reputation is projected and maintained.
• Stays informed regarding policy and procedure updates as well as local and national banking and lending trends.

Requirements

Experience working in an environment with individual and team goals preferred. Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization.

Qualifications

Proficiency testing is required, with a specific need for Spanish language proficiency. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members.

Skills

Strong interpersonal skills. Ability to communicate effectively with members and colleagues. Knowledge of financial products and services. Proficiency in using CRM systems and other call list leads.

Benefits

We’re committed to supporting your well-being and work-life balance through a robust benefits offering: Health & Wellness, Financial Peace of Mind, Time Off, Professional Growth, and Additional Perks.

Pay

Entry Salary Range: $20.48-$24.57 per hour with an incentive opportunity based on individual performance.

Schedule

Full-Time, On-site