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Part-time Personal Banker in Redmond Oregon
1 month ago
Location: Redmond, OR - On-site Work Environment
OCCU is here to enrich lives. We do this by hiring tenacious, humble, and big-hearted individuals who are driven to work hard; contribute to an outstanding member experience; support their community through volunteering and advocating for community needs and are dedicated to their own individual growth and development.
As a Part-time Personal Banker, you provide guidance to members, open accounts, process payments, fund loan applications, and cross-sell other OCCU products and services. Understanding each product and effectively communicating the benefits is key to building strong, trusted relationships with members.
Part-Time Personal Bankers will work between 18 and 24 hours per week.
Every day you will:
- Act as a trusted advisor in all interactions with membership. Clarify member requests by asking questions to understand the members' expectations, concerns, and needs in order to recommend and fulfill the appropriate products, services, and actions. Establish and develop ongoing member relationships through multiple channels.
- Actively contribute to branch and Credit Union goals. Meet or exceed individual service and sales goals, using effective techniques that result in a positive member experience.
- Evaluate and accurately process member requests. Review credit bureau reports, prepare account/loan documentation in alignment with procedures, explain all disclosures and documentation accurately to the member and follow up with members as appropriate.
- Receive, process, and post member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner in the branch or on the telephone. Maintain accurate records of all transactions. Balance cash drawer, vault, and cash dispensers, when necessary.
- Three years of similar or related experience in banking including opening consumer accounts.
- Must maintain licensing and relevant updates with the NMLS Safe Act website including address changes, name changes, and other relevant personal information changes required by NMLS. Annually renew licensing in the timeline allotted by NMLS.
- Stay current on products, procedures, and other pertinent changes. Attend and complete training that enhances one's ability to perform the job.
OCCU offers additional compensation for bilingual Spanish-speaking employees who pass a standardized language test. Those who meet the criteria receive $2.00 per hour.
OCCU offers a robust compensation and benefits package including:
- Low-cost dental and vision insurance available.
- 401(k) retirement plan with employer match.
- Paid time off in addition to 12 paid holidays.
- Tuition reimbursement for eligible education and training.
- Company-paid long-term disability.
OCCU is an Equal Opportunity Employer.