Personal Banker I or II

2 months ago

Prescott, United States OneAZ Credit Union Full time

Our associates enjoy a one-of-a-kind culture with a rich benefits package that includes:

  • Generous paid time off: 11 paid holidays, 2 floating holidays, 6 personal days, 10 vacation days, plus sick time
  • Low-cost Medical, Dental & Vision plans - as low as $5 per pay period
  • Paid childcare assistance (up to $96 per pay period)
  • Award-winning 401(k) 5% discretionary match - fully vested from day 1
  • 100% Gym fee reimbursement up to $75/month
  • 100% Tuition Reimbursement Up to $5,250
  • $1200/yr student loan repayment
  • Plus a great schedule with NO WEEKENDS
  • Target hiring range $17/hr - $23/hr (Depending on experience and prior to any incentives this position is eligible for)

This position will be located at our Prescott Willow Creek Branch: 1335 Gail Gardner Way, Prescott, AZ 86305

Our ideal candidate

OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood.

A typical day might include the following

  • Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns.
  • Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions.
  • Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach.
  • Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities.
  • Analyze member financial information, such as financial profile.
  • Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members.
  • Support members' banking efficiently through internet, mobile app, branch, and ATM channels.
  • Expand customer base by networking with existing and prospective new members.
  • Conduct teller activity and transactions, according to branch business needs.

Qualifications

  • High School Diploma or General Educational Development (GED) required.
  • One to three years' related experience in a customer service, sales, or client-facing role.
  • One year of cash handling preferred, ideally at a financial institution.

Knowledge, Skills, Abilities

  • Strong relationship-building and client-focused sales skills.
  • Excellent verbal, phone, email, internet, and writing skills.

Why join the OneAZ team?

Our culture is one-of-a-kind You'll be joining a team of friendly, hardworking, helpful associates with the same mission guiding all that we do: We exist to improve the lives of our members, our associates and the communities we serve.

We are proud to be an equal opportunity employer and value diversity. We do not discriminate on the basis of race, color, religion, creed, national origin or ancestry, sex (including pregnancy), age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, or any other legally recognized protected basis under federal, state, or local law.

We offer robust benefits including low-cost medical, dental and vision plans, gym reimbursement, paid parental leave, generous personal days and vacation time, and an award-winning 401(k) program among many others. Take a look at our career page for detailed benefit information: www.oneazcu.com/about/careers

Additional Notes:

Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws.

All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws.

Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC).

Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS.

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