Customer Service Associate

6 days ago

Tampa, United States Disability Solutions Full time

As a Personal Banker, you play a pivotal role in delivering superior member service and helping members achieve their financial goals. You will be responsible for building and maintaining relationships with members, understanding their financial goals, and recommending appropriate credit union products and services.


Personal Banker Job Responsibilities:

Sales and Revenue Generation

  • Drive sales and revenue growth by proactively identifying opportunities to cross-sell and upsell credit union products and services
  • Meet or exceed sales goals while maintaining a high level of member satisfaction
  • Build rapport and trust with members through personalized interactions and proactive outreach efforts
  • Maintain regular communication with members to provide updates on their accounts, relevant promotions, and educational resources
  • Collaborate with team members and participate in promotional campaigns and sales initiatives such as marketing call lists and community events to maximize business opportunities

Member Relationship Management

  • Develop and nurture strong relationships with members by providing exceptional service and personalized financial advice
  • Proactively engage with members to understand their financial objectives, lifestyle, and preferences
  • Serve as primary point of contact for member inquires, concerns, and transactional needs
  • Tailor communication style and messaging to resonate with diverse member demographics and preferences

Financial Consultation

  • Conduct thorough interviews with members to understand their financial goals, preferences, and current banking needs identifying their short and long-term financial goals
  • Utilize effective questioning techniques to uncover underlying financial needs and opportunities for improvement
  • Recommend credit union products and services that align with members needs, including checking accounts, savings accounts, loans, and investment options
  • Educate members on various financial products, services, and digital credit union platforms to enhance their financial literacy and empower informed decision-making

Risk Management and Compliance

  • Adhere to all regulatory requirements, credit union policies, and procedures to ensure compliance and mitigate risks
  • Conduct thorough due diligence and verification processes for account openings, transactions, and documentation

Personal Banker Experience:

  • Two to Five years of similar or related experience, including time spent in preparatory positions
  • Demonstrated aptitude and desire for sales environment
  • Bilingual (English/Spanish) Preferred

Personal Banker Skills:

  • Previous experience in banking, financial services, or customer-facing roles is advantageous
  • Strong interpersonal skills with ability to build rapport and trust with members
  • Excellent communication skills, both verbal and written
  • Demonstrated sales acumen and results-driven mindset
  • Detail-oriented with focus on accuracy and compliance
  • Ability to work effectively in a fast-paced, dynamic environment t and adapt to changing priorities
  • Ability to travel to various locations, if applicable

Great Benefits Package



PIe7c636c88a40-31181-30058085

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