Home
/
Comprehensive
/
Personal Banker
Personal Banker-August 2024
Plano
Aug 8, 2025
About Personal Banker

  We're looking for an In-Store* Personal Financial Assistant *who has experience with customer-focused/deadline-driven/high-energy environment, and who can provide courteous, friendly and professional assistance to their team, and our membership.

  Our ideal candidate will make $23.28 for this role.Monday-Friday 8:30 a.m. to 5:30 p.m.Rotating Saturdays between 8:30 a.m. to 12:45 p.m.What about the Duties & Responsibilities?The Personal Banker will work in store, customer facing and providing the following as part of their key essential duties:

  Greet and welcome members and visitors to the Credit Union in a prompt and professional manner consistent with service excellence best practices including a handshake, introduction and use of the member's name.Identify and recommend products and services based on the member's financial needs upon review of their account or through determining needs based on asking open ended questions.Contact prospective members, businesses, community groups and Select Employer Groups (SEGs) to present information on available products and services.Attend various community organization meetings to develop new business and create awareness of the credit union.Meet or exceed sales and service goals.As directed by branch leadership based on staffing requirements, work at other branch and/or in store branch locations.Maintain open lines of communication with Branch Manager, Assistant Branch Manager and all staff; work closely with them to ensure exceptional member service delivery.Facilitate requests of members and visitors within guidelines established by policies, procedures and regulations.Respond to problems and concerns with a sense of urgency in order to maintain and strengthen the relationship between the member and the Credit Union.Identify cross-sell opportunities to enhance relationship building with member and provide enhanced services to members by maintaining expert level of knowledge of Credit Union features and benefits, lending guidelines, products and services.Maintain working knowledge of all operational and lending procedures and regulatory requirements.Adhere to Credit Union policies and procedures, government rules and regulations, and vendor and security guidelines.Remain flexible to the changing schedule demands of branch. This may require multiple Saturdays per month, evening hours, etc.Designated safety-sensitive position. Must successfully pass pre-employment drug screen (which will include marijuana testing) and adhere to the Drug and Alcohol Policy for duration of employment with the Credit Union.

  The Credit Union is committed to a policy of equal employment opportunity and does not discriminate in the terms, conditions or privileges of employment based on actual or perceived race, religion, color, creed, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), age, genetic information, national origin, ancestry, citizenship status, physical or mental disability, military service and veteran status, sexual orientation, gender identity or gender expression (including transgender status), marital status, or in any other protected classification or status as defined under applicable federal, state or local laws and ordinances.

  RequirementsSKILLS AND ABILITIES REQUIRED

  Education/Certification:

  High school degree or equivalent;Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.Experienc

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Creative Lead / Designer II
Company Summary DISH, an EchoStar Company, is a Fortune 250 that is reimagining the future of connectivity. For over 40 years, we’ve been challenging the status quo and evolving our company to antici
Health Technician (Dietetic)
Summary The Dayton Veterans Affairs Medical Center (VAMC) is recruiting for a Health Technician. The Health Technician will function with in Nutrition and Food Services. The primary purpose of the po
Pharmacy Technician
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
L2 Customer Technical Support Analyst - MICROS - Simphony/Ebusiness
Job Description L2 Customer Technical Support Analyst - MICROS - Simphony/Ebusiness Location: Orlando, FL or Columbia, MD highly preferred No visa sponsorship is available for this position. As a mem
Water / Wastewater Engineering Manager 6 - US Hybrid
Water / Wastewater Engineering Manager 6 - US Hybrid Date: Jan 23, 2024 Location: US Company: Black & Veatch Family of Companies Together, we own our company, our future, and our shared success.
Intermediate Compliance Specialist (Hybrid Work Option)
36718BR Requisition ID: 36718BR Business Unit: COR Job Description: CDM Smith is seeking an Intermediate Compliance Specialist to join our Corporate Compliance Team. This individual performs basic to
Phlebotomist
Description Want to Expand your career-development potential, your ability to help donors and patients, and your access to professional opportunities? We’re growing fast. [You can, too!] There are so
Dispatcher
Dispatcher Location19 Natalie Way Plymouth, Massachusetts 02360 USPhone NumberCategoriesOperation SupportReq IDJR1372 Dispatcher (Open) First for a reasonFirst Student is the largest school transport
Senior Member of Technical Staff (JoinOCI-SDE)
Job Description We are seeking a strong engineer to join our team which is focused on building and maintaining a scalable software control platform for Compute Infrastructure. Major focus areas of so
Hotel Laundry Attendant
Req ID: 431582 Address: 7101 W. Sundust Rd Chandler, AZ, 85226 Welcome to Love’s! * * Where People are the Heart of Our Success * * Hotel Laundry Attendant Laundry Attendants are expected to maintain
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved