Personal Banker

About the role

Join SkyOne Federal Credit Union as a Member Experience Specialist II (Personal Banker) in Lewisville, TX, and become part of an onsite team dedicated to delivering effortless, member-focused financial solutions. In this sales-focused role, you will help enhance the member experience by building meaningful relationships, identifying needs, and connecting members with tailored solutions that support their financial well-being.

Your contributions will directly support our mission to make every member interaction valuable, positive, and impactful. This opportunity offers room to grow your skills in a culture built on performance, accountability, collaboration, and respect.

Day to Day

As a key member of the branch team, the Member Experience Specialist II plays an important role in driving branch success at SkyOne Federal Credit Union. This position is focused on strengthening sales performance while delivering an exceptional experience to every member and business partner.

• Take ownership of branch sales goals and support fellow Member Experience Specialists.
• Help create a culture of accountability and service excellence.
• Open business accounts and conduct local outreach and canvassing.
• Identify opportunities to welcome new organizations into the SkyOne family.
• Serve as a strategic ambassador to Select Employer Groups (SEGs), nurturing existing partnerships and building new connections.
• Expand SkyOne's presence within the community through business development activities.
• Guide meaningful conversations that uncover member needs using the SOAR service and sales model.

Responsibilities

• Strengthen member relationships and support team collaboration to drive branch results.
• Coach and develop team members, lead productive meetings, and encourage clear, open communication.
• Engage members effectively using consultative sales skills to uncover needs and recommend personalized financial solutions.
• Deliver accurate, efficient, and member-focused service with a strong understanding of SkyOne's products, services, and compliance requirements.
• Conduct business development activities, including canvassing and community outreach, to strengthen relationships with local businesses and partners.
• Support SkyOne's mission, strategic goals, and overall branch success.

Qualifications

• Minimum one year of financial institution experience and one year of sales experience.
• Demonstrated success in sales, cross-selling, or performance-based roles.
• Strong coaching, mentoring, and communication skills (verbal, written, and phone).
• Proven ability to cross-sell products and hold effective, consultative conversations.
• Solid understanding of financial products and services.
• Proficient with Windows, Word, Excel, internet navigation, 10-key, and general typing.
• Goal-oriented, dependable, and able to maintain a high level of confidentiality.
• Professional presence, creative thinking, and a growth-oriented mindset.
• High level of interpersonal skills to handle sensitive and confidential situations.
• High level of professionalism, discretion, and confidentiality.

Pay

$24.00 - $29.00 per hour