Current jobs related to Personal Banker/Member Service Specialist - Jackson - American 1 Credit Union

  • Personal Banker

    3 weeks ago

    Jackson, United States American 1 Credit Union Full time

    Job DescriptionJob DescriptionWe are growing and looking for Personal Bankers/Member Service Specialist. Do you have experience with the following?Looking out for members' Financial Wellness by thoroughly reviewing their accounts and building personal relationships to retain membership.Opening new bank accounts such as checking, savings, IRA’s.Opening...

  • Personal Banker

    7 days ago

    Jackson, Michigan, United States American 1 Credit Union Full time

    Job Title: Personal BankerWe are seeking a highly skilled and motivated Personal Banker to join our team at American 1 Credit Union. As a Personal Banker, you will be responsible for delivering exceptional member service, building strong relationships with our members, and promoting our credit union products and services.Key Responsibilities:Engage with...

  • Personal Banker

    2 days ago

    Jackson, Michigan, United States American 1 Credit Union Full time

    Job DescriptionWe are seeking a highly motivated and customer-focused Personal Banker to join our team at American 1 Credit Union. As a Personal Banker, you will be responsible for delivering exceptional member service, building relationships, and providing financial solutions to our members.Key Responsibilities:Engage with members to understand their...

  • Personal Banker

    2 weeks ago

    Jackson, Mississippi, United States WELLS FARGO BANK Full time

    About This RoleWells Fargo Bank is seeking a skilled and customer-focused Associate Personal Banker to join our National Branch Network team. As a key member of our Consumer, Small & Business Banking division, you will play a vital role in delivering exceptional customer experiences and building strong relationships with our clients.Key...

  • Personal Banker

    3 weeks ago

    Jackson, New Jersey, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused Branch Banker to join our team. As a Branch Banker, you will play a critical role in building and maintaining strong relationships with our customers, providing them with personalized financial solutions and exceptional customer service.Key ResponsibilitiesCustomer...

  • Personal Banker Jackson

    3 days ago

    Jackson, United States WELLS FARGO BANK Full time

    Job DescriptionJob DescriptionWhy Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a...

  • Senior Private Client Banker

    2 weeks ago

    Jackson, Wyoming, United States JPMorganChase Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Private Client Banker to join our team at JPMorgan Chase. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our affluent clients, providing them with exceptional service and tailored financial solutions.Key ResponsibilitiesDevelop...

  • Member Service Specialist

    1 month ago

    Jackson, Mississippi, United States Ignite Credit Union Full time

    ***Flexibility to assist various branches as needed.***At Ignite Credit Union, we are dedicated to fostering a culture that prioritizes our members. We are in search of dynamic, goal-driven professionals who are passionate about serving our communities and enhancing member experiences.Benefits Offered:401(k) matching and Profit SharingEducational...

  • Associate Banker

    4 weeks ago

    Jackson, United States Bank of Montreal Full time

    Application Deadline:09/22/2024 Address:160 W. Pearl Ave. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial sol Customer Experience, Banker, Associate, Banking, Skills, Retail, Financial

  • Agricultural Banker III

    3 days ago

    Jackson, Tennessee, United States Simmons Bank Full time

    Agricultural Banker III Job DescriptionWe are seeking a highly skilled Agricultural Banker III to join our team at Simmons Bank. As a key member of our commercial lending team, you will be responsible for acquiring, growing, and retaining agricultural loans within a dedicated geographic area.Key Responsibilities:Sell prospects and customers through...

  • JPM Associate Banker 40 Hours

    2 weeks ago

    Jackson, Wyoming, United States JPMorganChase Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Associate Banker to join our team at JPMorganChase. As a key member of our branch, you will play a vital role in delivering exceptional customer experiences and building long-lasting relationships with clients.Key ResponsibilitiesEngage clients as they enter the branch, welcoming them and...

  • Banker, Main

    3 months ago

    Jackson, United States Jackson Rancheria Casino Resort Full time

    Overview: The Main Banker records transactions in the casino computer program and processes all disbursements and receipts of monies to or from the Casino Cage and/or Vault. The Main Banker issues operating banks and processes return banks from all cash handling outlets as well as issue Slot Jackpot payouts and Table Games chip fills. Will also work as a...

  • Banking Center Relationship Banker

    18 hours ago

    Jackson Heights, New York, United States Webster Bank Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Banking Center Relationship Banker to join our team at Webster Bank. As a key member of our Banking Center team, you will be responsible for providing exceptional customer service and support to our clients, while also driving sales and growth initiatives.Key ResponsibilitiesRespond to...

  • Banking Center Relationship Banker

    2 weeks ago

    Jackson Heights, New York, United States Webster Bank Full time

    Job SummaryWe are seeking a highly motivated Banking Center Relationship Banker to join our team at Webster Bank. As a key member of our banking center, you will be responsible for processing customer financial transactions, providing exceptional customer service, and building strong relationships with our clients.Key ResponsibilitiesProcess customer...

  • Retail Banker I

    1 month ago

    Jackson Heights, United States TD Bank N.A Full time

    The Retail Banker I is a Customer liaison that is integral to delivering TDs Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs. This role contributes to the achievement of Banker, Spanish, Bilingual, Retail, Customer Service, Customer Experience

  • JPM Associate Banker 40 Hours

    3 weeks ago

    jackson, United States JPMorgan Chase & Co Full time

    Job DescriptionJOB DESCRIPTIONWe have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial...

  • JPM Associate Banker 40 Hours

    3 weeks ago

    jackson, United States JPMorgan Chase & Co Full time

    Job DescriptionJOB DESCRIPTIONWe have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial...

  • JPM Associate Banker 40 Hours

    4 weeks ago

    Jackson, United States JPMorgan Chase & Co Full time

    Job DescriptionJOB DESCRIPTIONWe have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial...

  • JPM Associate Banker 40 Hours

    1 day ago

    Jackson, United States JPMorganChase Full time

    Job DescriptionJOB DESCRIPTIONWe have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial...

  • Retail Service Team Member

    4 weeks ago

    Jackson, California, United States O'Reilly Auto Parts Full time

    Job Summary:O'Reilly Auto Parts is seeking a highly skilled and motivated Parts Specialist to join our team. As a key member of our retail team, you will be responsible for providing exceptional customer service, managing store operations, and driving sales growth.Key Responsibilities:Customer Service: Lead store team members in providing excellent customer...

Personal Banker/Member Service Specialist

4 months ago

Jackson, United States American 1 Credit Union Full time
Job DescriptionJob Description

We are growing and looking for Personal Bankers/Member Service Specialist. Do you have experience with the following?

  • Looking out for the Financial Wellness of members by thoroughly reviewing their accounts and building personal relationships to retain membership.
  • Opening new bank accounts such as checking, savings, IRA’s.
  • Opening new credit cards and analyzing credit reports
  • Assisting with full lending needs such as analyzing loan requests, processing documentation, closing and funding the loan, follow up with the member and monitoring your queue.

If so, we invite you to consider a career at American 1 Credit Union Below are more details before you decide to apply:

  • Location: Onsite in the Robinson Rd Branch in Jackson, scheduled to open late 2024
  • Position: Personal Banker/Member Service Specialist
  • Wage: 21.00/hour
  • Benefits start on day one: Health, Dental, Vision, Responsible Time Off
  • All offers of employment are contingent upon background screens.

The Member Service Specialist is responsible for delivering excellent member experience through a wide range of credit union transactions, including opening new memberships, lending, and more. The Member Service Specialist must maintain accurate records and follow all credit union processes, policies and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member’s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Member Service Specialist works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.

Essential Job Functions

  • Engaged Communication: Ensure that engagement between co-workers and members is meaningful with a focus on listening to learn and offering quality solutions.
  • GREAT Service Standards: Commitment to offering superior member experience while following all the GREAT service standards.
  • Accurately Process Member Activity: Service all new and existing accounts, including internal transfers, updating accounts accordingly, ordering/reorder of member checks, process stop payment requests, card inquiries, and troubleshooting. Process all levels of loan applications including auto, credit card, home equity, etc. Submit all loan and membership applications in a timely manner for audit and examination purposes.
  • Focus on Purpose/Mission: Focused on the credit union’s purpose and mission statement of creating financial wellness in our community through everyday banking.
  • Scorecard Accountability: Cross-offer new checking, lending, and product protection to members that are consistent with individual and branch goals.
  • Focused on Clear Member Communication: Properly notify members of loan decisions, follow up on approved applications, prepare all necessary documents, and finalize loan and disbursement of funds. Provide our members with excellent service in person and by phone, answer general and specific account and loan inquiries, and other related Credit Union services and products. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
  • Diversity, Equity, and Inclusion: Committed to supporting a culture that is inclusive for all.
  • Core Process, Policy, and Procedure Review and Recommendations: Responsible for following all core processes, policies, and procedures including policies and procedures for customer identification and all BSA requirements.
  • Community Advocate: Serves as a representative of the credit union while in the community.
  • Branch Support: Commitment to working all assigned hours and having the flexibility to work from any credit union location within 20 miles of home branch. Willingness to mentor and support other team members. Assist teller line when needed, including processing members' deposits, withdrawals, loan payments, transfers initiated by phone or in person, and other miscellaneous member transactions efficiently and accurately.

Competencies Required

  • People Focused and Strong Communication: Empathetically seek understanding of what members and team members require, expect, and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.
  • Achiever, Initiative, and Goal Driven: The employee drives for results and success, is committed to their job, sets high standards of performance, pursues aggressive goals, and works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership. Motivated to achieve goals. Measurable outcomes may include Sales, Growth, Retention, Productivity, Service level, Quality accuracy, Efficiency, Timeliness, Cost savings, etc. Committed to executing individual scorecard goals as well as achieving branch goals.
  • Focused, Accuracy, and Attention to Detail: Thoroughness and accuracy in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.
  • Trustworthy, Reliability, and Confidentiality: Personally responsible; completes work in a timely, consistent manner; works hours necessary to complete assigned work; is regularly present and punctual; arrives prepared for work; is committed to doing the best job possible; keeps commitments. Able to keep all information obtained confidential including member, employee, and credit union information. Follows all core processes, policies, and procedures.
  • Engaged and Collaborative: The employee will work with others to achieve common organizational goals in a spirit of honoring diversity and mutual respect. Effectively communicates by actively listening and sharing relevant information with co-workers, supervisor(s), and members so as to anticipate problems and ensure the effectiveness of the institution.
  • Humbly Confident and Inquisitive: Committed to asking questions for clarification so that confidence is built in the member relationships. Admit when there is an opportunity for improvement and celebrate with the team when we win together.

Key Accountability Items:

  • Support and Collaborate with Branch Team
  • Accuracy and completion of account and loan documentation
  • Uphold GREAT service standards.
  • Personal Scorecard Results
  • High level of knowledge of all products and services

Requirements:

  • A minimum education of high school diploma or GED.
  • Prior customer service and sales experience.
  • Credit union or banking experience preferred but not required.

The Ideal Candidate:

  • Excellent verbal and written communication skills
  • Working knowledge of PC applications such as Microsoft Office
  • Ability to work independently or as a collaborative member of a team.
  • Ability to direct other team members and coach others.
  • Knowledge of credit union products, services, policies, core processes, and procedures.
  • Ability to provide supervisory leadership of professional- and intermediate-level staff.
  • Demonstrated member-focused strategy skills.
  • Demonstrated skill in gathering, reporting, and summarizing trends in data.
  • Ability to express oneself clearly and articulately both orally and in writing.
  • Ability to make decisions and take initiative in problem resolution.
  • Ability to exercise tact and responsibility with handling confidential information.

NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.