Personal Banker

About the role

This position will be located at our Oro Valley Branch: 10718 N Oracle Rd, Oro Valley, AZ 85737. OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood.

Responsibilities

• Emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling members' financial lives and livelihood.
• Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns.
• Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions.
• Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach.
• Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities.
• Analyze member financial information, such as financial profile.
• Facilitate completing member loan applications for submission to underwriting.
• Conduct loan closings with members.
• Support members' banking efficiently through internet, mobile app, branch, and ATM channels.
• Expand customer base by networking with existing and prospective new members.
• Conduct teller activity and transactions, according to branch business needs.

Requirements

• High School Diploma or General Educational Development (GED) required.
• One to three years' related experience in a customer service, sales, or client-facing role.
• One year of cash handling preferred, ideally at a financial institution.

Skills

• Strong relationship-building and client-focused sales skills.
• Excellent verbal, phone, email, internet, and writing skills.
• A passion for people, innovation, and growth.

Benefits

• Generous paid time off: paid holidays,