Personal Banker - University - Remote

Overview

The Personal Banker provides exceptional service to member-owners, helping them enhance their financial lives and become their preferred financial partner.

In Short

• Engages members in conversation to identify financial needs.
• Processes account openings, loan applications, and transactions.
• Educates members on products and services.
• Handles problem resolution and provides first contact support.
• Makes outbound sales and service calls.
• Maintains integrity and confidentiality of member accounts.
• Adheres to security and fraud prevention requirements.
• Participates in branch goals and objectives.
• Assists with member service on the Teller line as needed.
• Completes training and maintains necessary certifications.

Requirements

• Must have NMLS registration under the SAFE Act.
• Excellent communication skills in English.
• Good arithmetic and basic computer skills.
• Detail-oriented and well-organized.
• Flexible and able to shift priorities as needed.
• College degree or equivalent experience required.
• Minimum of 3 years related experience preferred.
• Previous sales and lending experience preferred.
• Must be able to lift or move up to 10 pounds occasionally.
• Must attend Branch Lending Training within 3 months.

Benefits

• No-cost employee medical, dental, vision coverage.
• Paid holidays and Paid Time Off (PTO).
• 401(k) plan with contribution matching.
• Tuition reimbursement.
• Employee Assistance Program (EAP).
• Health & Wellness program.
• Onsite fitness facilities or health club reimbursement.
• Short and long-term disability.
• Teammate loan discounts.
• Paid community involvement volunteer hours.