Personal Banker

About the role

As a Personal Banker, you will proactively identify financial solutions for members by interacting with them in person and over the phone, leveraging credit union products and services to save them money and time, earn them money, add convenience, and provide peace of mind. You will deliver outstanding service to internal and external members while living the credit union’s core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core. Advia is a fast‑growing credit union in the top 3% nationally, serving nearly 200,000 members with over $3 billion in assets, rooted in the communities it serves and known for a “work hard, play hard” culture.

Responsibilities

• Interview existing and potential members in person and by phone, explaining specific services, products, and policies.
• Identify members’ needs and cross‑sell credit union services and products actively and professionally, meeting credit union standards, including outbound call expectations tied to CRM and call‑list leads.
• Counsel members on money management and financial matters, including communicating loan denials, explaining decisions, and providing direction for future consideration.
• Perform timely and accurate lending functions, offering lending solutions of all varieties (HELOC, business lending, etc.).
• Build and maintain a book of business to improve present, past, and future member relationships; proactively build and manage a pipeline that drives progress for members’ financial well‑being.
• Perform new account functions, explain various account and ownership options, and obtain required information and documentation.
• Cross‑sell electronic services and assist members in setting up electronic services enrollment and understanding the e‑statement process.
• Ensure the credit union’s quality and professional reputation is projected and maintained.
• Stay 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.
• Bilingual (Spanish) proficiency required; proficiency testing is required for the bilingual premium.

Benefits

• Medical, dental, and vision insurance.
• 401(k) with company match.
• Life insurance and disability coverage.
• Generous paid time off (PTO), paid holidays, and paid parental leave (available after one year of service).
• Learning and development programs plus tuition reimbursement (available after one year of service).
• Free telemedicine, Employee Assistance Program (EAP), wellness initiatives, and paid community action volunteer hours.
• Bilingual premium for Spanish proficiency.

Pay

Entry salary range: $22.64–$27.17 per hour, with an incentive opportunity based on individual performance (weekly incentive program).

Schedule

Full‑time, on‑site position; every Sunday off and paid holidays.