Personal Banker (Member Solutions Specialist)
- Offer best-in-class service to our members through prompt, efficient, courteous, and professional interactions.
- Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes.
- Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow-up and resolution.
- Build our members' financial health through conducting thorough consumer loans, home loans, and new account interviews using available tools to uncover financial needs and submit applications as needed.
- Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
- Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services.
- Support community relationships on an as-needed basis
- Adopt new and existing tools that will enhance the member experience and consultation process.
- Advocate member adoption of new technology, campaigns, promotions, and digital products.
- Partner with our internal experts to recommend products and services to our members so they can achieve financial freedom.
- Be a resource to train new and existing team members as needed
- Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
- Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
- Other duties as assigned. Qualifications:
- Minimum 3+ years of prior experience as a teller and/or personal banker
- Maintain eligibility for NMLS, Medallion, and Notary certifications.
- Excellent verbal, written, and social communication skills
- Ability to be professional and understanding in all interactions.
- Willing and able to be flexible and adapt to changing job requirements
- Ability to operate as a self-starter with strong organizational skills
- Passion for providing exceptional service, Integrity, and Resourcefulness
- Eagerness to learn and a drive for continuous improvement
- Savvy with PCs, email, and proficient in all Microsoft Office suite of products
- Some evenings and Saturdays are required
- Must be willing to travel
- Bachelor's degree in business, Finance, or associated field preferred
- Exceptional Medical, Dental, Vision, and Life Insurance benefits
- Rewards for completing wellness related activities
- Competitive compensation packages with bonus opportunity
- 401(k) with 3% Safe Harbor and 5% employer match
- Discounts on loan products
- Tuition reimbursement
- Employee Assistance Program (EAP)
- PTO for part-time and full-time positions
- Paid holidays
- On-the-job training and skills development
- Internal transfer opportunities for career growth
- Volunteer work
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