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Personal Banker

2 months ago

West Palm Beach, United States Flagler CU, a division of Dort Financial Credit Union Full time

About the job:
Flagler Credit Union, A Division of Dort Financial Credit Union is looking for team members who
will execute our mission: Enrich people's lives: members, employees, communities; to help
achieve our vision: To be the leader in our industry by providing quality financial services,
developing an empowered and diverse team, and making our communities a better place to live.
Dort Financial Credit Union upholds a culture of excellence with opportunities of engagement
and advancement for our team members. We abide by our core values of Empowerment,
Accountability, Transparency, Collaboration, and Volunteerism each day, and have a strong
focus in community involvement.
We offer a competitive benefits package immediately upon hire including medical, dental, and
vision insurance; Life/ADD and Disability Insurance, Supplemental Life insurance for
employee/spouse/dependent; HSA and FSA plans; and tuition reimbursement for full-time team
members. LegalShield, Pet Benefits, Employee Assistance Program, Telemedicine. We also
offer a matching 401 (k) including a safe harbor, a referral bonus program, and paid time off
including holidays.
Come join our team. Apply today
Purpose of Position: To provide a full range of Credit Union services. Interviews and counsels
loan applicants and enrolls new members; describes services offered, answers members
questions regarding a variety of services. Assists new/existing members in selection of services;
including loans, cash, and (teller) services. Reconciles member problems and accounts. Builds
and strengthens member relationships by matching the members’ financial needs to the Credit
Union’s products and services at every opportunity. This position requires someone who is very
positive and outgoing with good communication skills. The job specifically entails:

Financial counseling
Educating members on how to better manage their money
Pointing out to members what they are currently paying on loans
Explaining how the Credit Union can help enhance their credit scores; so the members
can not only pay us less but also pay other creditors less
Effectively use tools such as members’ loan applications and credit reports

Minimum Formal Education: High School Diploma or GED required, Bachelor’s degree
preferred.
Experience: At least one year or more of credit union or financial experience in customer
contact preferred.
Other Requirements: Must be bondable. Must possess a working knowledge and experience in
Microsoft Office or similar software.

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