Personal Banker
Career Overview
Join Beacon Credit Union and help us open a new branch! If you're passionate about helping people achieve their financial dreams, we want you on our Roanoke team as a dynamic and friendly Personal Banker. Be part of our history and make a difference in the lives of our members!
About the role
The Personal Banker supports Beacon Credit Union's mission, "Dedicated to Our Members' Financial Success," by delivering top-notch service. This involves identifying members' financial needs and recommending appropriate solutions. The Personal Banker handles and closes consumer loan applications, ensuring all necessary documentation is collected and complies with Beacon CU's policies and procedures. They must understand the five C's of credit, meet and exceed sales goals, and be knowledgeable about Beacon CU's products and services.
Major Duties And Responsibilities
- Close Loans: Wrap up applications quickly, ensure compliance, and hit those sales goals.
- Know Your Stuff: Master Beacon CU products, boost services, and follow our mission.
- Stay Sharp: Review loans, step in as a Teller, and keep service top-notch.
- Follow Rules: Stick to all regulations and deliver stellar member service.
Experience Knowledge and Skills
- Two years Lending Experience Required
- Two years working in a Financial Institution Sales Experience
- Customer service experience preferred
Education/Certifications/Licenses
- High school diploma or GED required.
- Some college classes preferred.
- Valid driver’s license
Other Skills
- Able and willing to learn and master Beacon CU's product/service offering modules.
- Great sales and service skills.
- Accurate money handling skills.