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

Commensurate with experience.

Skills

N/A

Benefits

Comprehensive Benefits Package including Health & Wellness, Financial Peace of Mind, Time Off, Professional Growth, Additional Perks, Free Telemedicine, Employee Assistance Program (EAP), Wellness initiatives, Paid Community Action Volunteer Hours, Parental Leave and Tuition Reimbursement.

Pay

$20.48-$24.57 per hour with an incentive opportunity based on individual performance.

Schedule

N/A

Additional Information

We are a fast-growing Credit Union serving almost 200,000 members with assets over $3 Billion. We are deeply rooted in the communities we serve and have a passion for placing our members' needs above all else. Our culture can only be described as “work hard, play hard.”

Why Work For Us

Personal Bankers enjoy the ability to earn more than your base pay through our weekly incentive program. As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team and engaged leaders. We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer.

What You Can Expect To Do As A Personal Banker

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.

What You Will Need

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.