Personal Banker III
- Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals.
- This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations.
- The Personal Banker 3 must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals.
- Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations.
- Performs a full range of senior teller, operational, and account management transactions accurately and efficiently.
- Balances daily transactions and verify that cash totals are correct.
- Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required.
- Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable.
- High School degree or equivalent
- A minimum of two (2) years of banking experience
- Track record of outstanding member service.
- Demonstrated track record of success meeting and/or exceeding established goals.
- Lending experience.
- Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment.
- Competitive pay
- Subsidized health care including medical, dental and vision
- FSA and HSA
- Company-Paid Life and A&D insurance
- Discounts on loans (must be a member)
- Paid Vacation, Holiday, and Sick time
- 401k Retirement Saving Plan with a 6% safe harbor employer match
- Educational Assistance Program and more!
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