Job Description

oin Our Team as a Personal Banker!

Are you passionate about helping people and delivering exceptional service? Do you thrive in a fast-paced, customer-focused environment? If so, we want to hear from you!

As a Personal Banker , you'll be the face of our organization, working directly with members to provide personalized financial solutions, answer questions, and ensure their needs are met with care and professionalism.

What You'll Do:

Connect & Grow:

• Identify opportunities to cross-sell our financial products and services that meet member needs.
• Participate in sales development activities to enhance your skills and contribute to organizational success.

Be the Go-To Contact :

• Respond to member inquiries via phone, email, and chat in a friendly, professional manner.
• Resolve complaints promptly, follow up as needed, and maintain active participation in call queues.

Support Financial Transactions :

• Assist with opening and closing accounts, processing loan requests, and answering product-related questions.
• Conduct financial transactions like deposits, withdrawals, and loan payments accurately and efficiently.

Build Strong Relationships :

• Welcome members with a smile and provide information about our services.
• Ensure compliance with policies and regulations while maintaining a positive and professional image.

Perform & Perfect:

• Maintain accurate records, balance your cash drawer daily, and assist with routine reporting tasks.
• Stay informed of trends and regulations to better serve members.

Qualifications

What We’re Looking For:

✔ Education : High school diploma or equivalent.
✔ Experience : 6 months to 2 years of customer service or financial services experience.
✔ Knowledge : Familiarity with teller operations, credit union products, consumer lending practices, and related regulatory requirements.
✔ Skills :

• Strong communication, analytical, and interpersonal skills.
• Bilingual (Spanish) skills are a plus!
• Professional attitude with attention to detail and problem-solving abilities.
• Proficient with computers and business equipment (calculator, printer, etc.).

Additional Information

Compensation: $22.50-24.50/hr + generous sales incentives

BENEFITS:

• Commission and incentives
• Affordable benefits
• Up to 6% 401(k) matching
• Eleven paid holidays
• 120 PTO hours*
• Employee LOC with a 0% interest rate
• Free telemedicine
• Relaxed casual dress code
• Flexible spending account
• Health savings account
• Employee assistance programs
• Company diversity council
• Community engagement opportunities

Why You'll Love Working Here:

• Make a meaningful impact on members’ financial lives.
• Collaborate with a supportive, dynamic team.
• Develop your skills and grow within the organization.
• Contribute to a reputable institution that values its members and employees.

Ready to take the next step in your career? Apply today and become a vital part of our mission to provide outstanding financial services with a personal touch!