Personal Banker II

TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being. Founded by teachers in 1939, TruStone Financial has grown to the second-largest credit union in Minnesota, with 550+ employees serving more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and we need exceptional people to help deliver on our mission to engage, educate, and inspire our members to achieve lifelong financial well-being.

Responsibilities

• Welcome members into the branch and provide professional expertise in the service and sales of deposit products, loan products, and convenient services through effective rapport-building skills, proficient knowledge, and promotion of the credit union’s brand of savings, transparency, and financial education.
• Meet established credit union and branch goals through active participation in sales programs.
• Originate, underwrite, and close consumer and home equity loans following outlined TruStone Financial policies and procedures while adhering to regulations governing the financial services industry.
• Accurately and efficiently interpret and process a wide variety of financial inquiries, account openings, service requests, and transactions.
• Secure credit union assets, balance transactions, and complete necessary reports.

Requirements

• Availability to work 40 hours per week Monday through Friday between the hours of 8:15am – 5:30pm and rotating Saturdays 8:45am – 1:15pm; non-exempt, at our Fridley branch location.
• Bachelor’s Degree in Finance, Business Administration, or a related field, or four years of equivalent work experience.
• Two years of cash handling experience or experience serving and interacting with customers.
• Previous experience recommending products and plans to improve a customer’s financial position (preferred).
• Previous experience underwriting loans (preferred).
• Expert knowledge of banking and/or credit union regulations (preferred).
• Highly-developed interpersonal skills, a positive attitude, and a desire to help people.
• Ability to identify member opportunities for financial improvement, teach financial concepts, communicate recommendations, and provide support.
• Ability to analyze and solve situations independently.
• Effective verbal and written communication skills.
• Good decision-making skills and judgment.
• Ability to perform calculations and proficiency in basic math skills.
• Ability to organize and prioritize work and maintain accurate records.
• A professional and friendly appearance and demeanor.
• Ability to confidently approach prospective members.
• Compliance with TruStone Financial’s SAFE Act Policy, including fingerprint submission, successful completion of an FBI background check, and maintaining current and compliant registration in the Nationwide Mortgage Licensing System (NMLS).
• Compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

Pay

The salary range for this position is $23.50 to $29.50 per hour.

Benefits

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose between a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• 22 days of paid time off annually for full-time employees (with equivalent accrual for part-time employees); accrual increases with tenure.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute.
• After one year of service, an additional 3% safe harbor employer contribution to your 401(k) that is immediately 100% vested.
• Eligibility for profit-sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary, with the option to purchase additional coverage for yourself, spouse, and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books, and activity fees).
• Career development opportunities, including the STEP job shadow program, TruStone Academy certification courses, and a Mentorship Program.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks.

Schedule

• 40 hours per week, Monday through Friday between 8:15am – 5:30pm.
• Rotating Saturdays 8:45am – 1:15pm.