Personal Banker
2 months ago
Personal Banker / Universal Branch Advisor
Assist Achieva in its mission to ‘change lives for GOOD’ Team members maintain a working knowledge of all products, services, organizational policies, and procedures. Responsible for dominating in service while cross-selling credit union solutions. Must be able to work Saturdays, travel to and provide support to surrounding market branches, as assigned.
Key Result Areas
Dominates in service by providing prompt, friendly, and accurate service to everyone
Serves as a well-rounded banking professional by performing a variety of member transactions, including cash/check handling, account opening and servicing, uncovering and matching financial needs to Achieva’s products and services, consumer loan origination and closing, servicing specialty accounts such as Trust and Business Accounts, etc.
Lives the Brand Frame by always ‘Finding a Way’ to assist, providing ‘VIP’ service, ‘Making it Easy’ to do business, and ‘Learning’ all about internal/external customers while promoting an environment of ‘Trust’.
Meets loan and sales goals by ‘Connecting’ to our customers and ‘Guiding’ them to solutions that will change their financial lives for GOOD.
Passionate about Achieva’s brand awareness Promotes the benefits of Credit Unions and Achieva in the surrounding community by building a pipeline of raving members, participating in Achieva’s awesome community events, and by taking advantage of business development opportunities.
Delivers professional and efficient communications for member outreach campaigns including but not limited to calling campaigns, community outreach, relationship building, and Achieva marketing brand strategies including any tracking and/or reporting.
Fosters collaboration and efficiently communicates with other branches and support departments.
Maintains member confidentiality at all times.
Provides guidance to other team members.
Responsible for upholding all credit union ethical standards.
Represents the credit union in a courteous and professional manner.
Perform other essential job functions as required or assigned.
Tenured team members may additionally :
Mentor new team members
Earn Super Power skillsets, like Trainer, Certified Financial Counseling, advanced IRA Processing, etc.
Required Education
High school diploma or G.E.D.
Required Certification
Within the first year of serving as a Universal Branch Advisor, UBAs will earn a CUNA Certified Financial Counselor designation and positioning them to provide extensive consultative services related to budgeting, credit management, and some retirement planning.
Required Experience
1-2 years financial institution, retail environment, or customer service experience
Required Skills
The ability to multi-task
Organizational skills
Superior interpersonal skills
Excellent oral and written communications
A professional demeanor, appearance, and speech
The ability to work independently
The ability to identify and solve problems
Proficiently use common office equipment: copier, fax, scanner, telephone, Windows-based PC, 10-key adding machine
Knowledge and practical use of MS Office Suite.
Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Achieva Participates in E-Verify.
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