Personal Banker I

About the role

Welcome members into the branch and provide professional service and sales of deposit products, loan products, and convenient services through effective rapport building skills and proficient knowledge. Responsible for attaining established Credit Union and Branch goals through active participation in sales programs. Accurately and efficiently interpret and process a wide variety of financial inquiries, account openings, loan originations, loan closings, loan disbursements, service requests, and transactions. Secure credit union assets, balance transactions, and complete necessary reports.

Responsibilities

• Provide professional service and sales of deposit and loan products
• Attain Credit Union and Branch goals through sales programs
• Process financial inquiries, account openings, loan originations, closings, and disbursements
• Secure credit union assets and balance transactions
• Complete necessary reports

Requirements

• Associate’s Degree in Business Administration or related field, or two years of equivalent work experience
• Two years of cash handling experience or customer service experience
• Compliance with TruStone Financial’s SAFE Act Policy, including fingerprint submission, FBI background check, and NMLS registration
• Compliance with the Bank Secrecy Act
• Pass a pre-employment drug test and background checks
• Regular and reliable attendance

Qualifications

• Experience recommending financial products and plans to improve customer financial positions (preferred)
• Knowledge of banking or credit union regulations (preferred)
• Highly-developed interpersonal skills and a positive attitude
• Effective verbal and written communication skills
• Good decision-making skills and judgment
• Proficiency in basic math and calculations
• Ability to organize, prioritize work, and maintain accurate records
• Professional and friendly appearance and demeanor

Schedule

40 hours per week, Monday through Friday between 8:15 AM – 5:45 PM, with rotating Saturdays from 8:45 AM – 1:15 PM at the St. Paul Highland Branch. Non-exempt position.

About us

TruStone Financial is a member-owned credit union offering comprehensive, straightforward, and competitive financial solutions designed to support our members’ financial health. Established in 1939 by a group of teachers, TruStone Financial has grown into Minnesota’s second-largest credit union. With over 550 dedicated employees, we serve more than 200,000 members across 23 branches in Minnesota and Wisconsin. Our vision is to deliver exceptional financial experiences, and to achieve this, we need exceptional people!

Pay

$19.00 to $24.00 per hour.

Benefits

• Competitive pay and incentive programs
• Health insurance with choice of Traditional Health Plan or Health Savings Plan
• Affordable dental and vision insurance coverage
• 22 days of paid time off annually for full-time employees (accrual for part-time), increasing with tenure
• 10+ paid holidays each year
• Up to 16 hours of paid volunteer time annually
• 401(k) with 50% employer match on the first 6% contributed
• After one year of service, an additional 3% safe harbor employer contribution (100% vested)
• Eligibility for profit-sharing contributions to your 401(k)
• Employer-paid Short Term and Long Term Disability benefits
• Employer-provided life insurance up to 2.5x base salary, with option to purchase additional coverage
• Reimbursement for higher education expenses up to $5,250 per calendar year
• Career development opportunities, including job shadow programs, certification courses, and mentorship
• Special employee discounts as a credit union member
• Employee activities, events, and other perks