Personal Banker - Lafayette (New Branch)

About the role

The FSR role is primarily responsible for providing exceptional member service through a consultative approach by engaging our members in solutions-based conversations. This position is a relationship building role with a blend of financial transactions performed on the teller-line, coaching members through our digital lens, and further deepening relationships with account servicing and originating all of Westerra’s consumer loan products.

Responsibilities

• Build and grow relationships with members by asking questions to learn about their financial needs, understanding their goals, and sharing how Westerra can help them by following up through proactive outreach, phone or in-person visits
• Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels.
• Maintains knowledge of products and services and educates members on emerging technology and digital solutions such as mobile, online, ATM and other offerings.
• Recognizes opportunities to save members money and presents solutions to the member.
• Responsible for outbound calling campaigns to drive sales as well as retain members.
• As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution.
• Represents Westerra at community and business development events
• Adheres to all Westerra policies and procedures and Federal and State laws and regulations applicable to the credit union.
• Maintains high level of confidentiality
• Obtains NMLS (National Mortgage Licensing System) registration within 30 days of hire
• Obtains and maintains notary public certification within six months of employment (if not already certified) to perform notarial acts such as verifying signatures, administering oaths, and certifying documents
• Other duties as assigned.

Requirements

Experience/Education: External Candidates 2+ years’ experience in consumer lending and/or consultative sales; Banking or credit union experience (preferred).

Skills and Abilities:

• Ability to understand and