Personal Banker

Job Type

Full-time

Description

Job Title: Personal Banker

FLSA: Non-Exempt

Function: Operations

Reports To: Branch Manager

Purpose: Service member's financial needs and transaction requests as they relate to aspects of their accounts, including checking/savings accounts, loans, and account services. Educate members on credit union products and services. Provide members with extra ordinary member experience in accordance with the credit union's core values, service promise, and Standards of Excellence.

Responsibilities:

• Service member's financial needs and process account transactions, including non-monetary requests, with a high level of accuracy
• Take proactive ownership of all members you assist, serving as his/her primary contact, finding answers and solutions, serving as the member's advocate, and proactively communicating with the member throughout the lending process
• Interview new and existing members looking for opportunities to save the member time and money with Arbor products and services relevant to their needs
• Open, maintain, update, and close member accounts when appropriate
• Obtain and analyze credit bureau reports and approve credit union services within established authority
• Answer phone calls promptly and professionally, using a warm hand-over when transferring phone calls
• Maintain an up-to-date and comprehensive knowledge of the credit union's products and services
• Dependent on the branch staffing model, the following duties may be required: Open and close the branch while maintaining branch security. Assist in maintaining branch cash levels and ensure the accurate balancing of the branch and frontline staff. Schedule and coordinate branch and teller audits with appropriate staff. Lead the branch team in the absence of the branch manager and the assistant branch manager. Answer after-hour/emergency phone calls from EPS and follow procedures for responding. Become a subject matter expert (SME) for a select product or service. Complete daily, weekly, and monthly reports; assists with audit requests and support the Branch Support team with other tasks as assigned.
• Coach, mentor, and encourage others to foster a supportive work environment
• Embrace growth by proactively seeking knowledge and learning opportunities
• Provide back up support on the teller line as needed
• Promote and maintain a confidential environment to protect member and credit union information
• Create and promote a positive professional image of oneself and the credit union
• Follow all credit union policies, procedures, and requirements in addition to all state and federal laws and regulation

• College coursework or equivalent experience required
• Financial services industry experience
• Service/sales experience preferred

• Strong work ethic
• Strong desire for collaboratively serving others
• Strong computer and application skills
• Necessary verbal and written communication and grammar skills
• Ability to be bonded required
• Ability to successfully organize, prioritize, and manage multiple responsibilities
• Ability to keep up with a busy workflow
• Ability to sit/stand for extended periods of time
• Ability to perform repetitive tasks
• Occasional travel to offsite locations may be required
• Team player with a positive attitude and flexibility
• Professional demeanor and personal accountability