Personal Banker I

3 days ago

Mesa, United States Arizona Financial Credit Union Full time

Overall Accountability:

- Open new accounts with an emphasis on activating services that are in the member’s best interest/help them achieve their financial success
- Process specialty account opening requests, such as trust accounts
- Maintain in-depth knowledge of all non-equity loan options, including but not limited to: personal, share secured, auto, boat and recreational vehicles.
- Successfully pass the Credit Consultation Certification within three months
- Have effective conversations with members about additional loan protection products
- Educate members on money management behaviors (managing credit, budgeting, etc.) and practices to help reduce their financial stress and to assist them in reaching their financial goals
- Provide notary services
- Complete service calls and/or other outbound call efforts. (Calls will periodically be evaluated and recorded)
- Complete audits as assigned
- Includes Teller requirements
- May include Sr. Teller requirements

In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing (S.A.F.E.) Act of 2008, Arizona Financial employees acting as Mortgage Loan Originators (MLO) must be registered with the Nationwide Mortgage Licensing System and Registry (NMLS or Registry) and obtain a unique identifier (NMLS Number).

Prior to performing MLO duties, the registration process requires a MLO applicant to:
1. Electronically submit to the Registry personal and employment information as well as authorize and attest to the accuracy of the information submitted;
2. Submit fingerprints to the NMLS for an FBI criminal background check; and

3. Receive clearance from Arizona Financial based on the FBI background check results.

Applicants with certain criminal convictions, including but not limited to crimes involving dishonesty or fraud, or crimes involving financial services or a financial services related business, will not qualify for the MLO designation.

After successful registration, clearance by Employee Services and having an assigned NMLS number, employees may perform MLO functions which include:

- Offering or discussing the terms of a residential mortgage loan.

To maintain MLO registration and the ability to perform these functions, a MLO must:
1. Renew registration on an annual basis during the annual renewal period (November 1 through December 31; and

2. Update any changes to his/her registration information.

The MLO’s registration and employment status will be available to the public from the Registry.

A registered MLO will provide his or her unique identifier/NMLS Number:

- Upon request;
- Before acting as a MLO; and
- Through the initial written communication with a member/residential mortgage loan applicant.

MLOs routinely handle confidential member information and have strict requirements for maintaining the confidentiality and non-disclosure of that information.

Required Qualifications

Physical Requirements:

- Occasionally required to stand, walk, climb or balance; stop, kneel, crouch or crawl.
- Regularly required to sit; use hands to finger keys accurately when using calculator machines or computer keyboards; reach with hands and arms.
- Regularly lift and/or move up to 25 pounds.
- Specific vision abilities required by this job include close vision, distant vision, peripheral vision, depth perception, ability to adjust focus.
- The noise level in the work environment is usually moderate.
- Must be able to travel independently to departments and branch locations.

NOTE: The requirements listed in the above qualifications and physical requirements are representative of the knowledge, skill, physical demands or work environment required or encountered that must be met by an employee to successfully perform each duty and each function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Pay: From $22.00 per hour

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Physical setting:

- Office

Schedule:

- 8 hour shift

**Experience**:

- Banking: 1 year (required)

**Language**:

- Spanish (preferred)

Work Location: In person

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