Retail Banking Professional

4 weeks ago


Woodbridge, Virginia, United States PENFED Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Retail Banker to join our team at PenFed Credit Union. As a Retail Banker, you will play a critical role in extending member relationships by offering appropriate financial solutions and services to meet our members' needs.

Key Responsibilities
  • Deliver Results: Meet or exceed goals in a member-centric, results-driven environment.
  • Build Relationships: Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service.
  • Resolve Problems: Demonstrate member service skills and the ability to resolve problems independently; utilizing critical thinking, and problem-solving skills or escalate as needed to promote member satisfaction.
  • Provide Solutions: Utilize industry-leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt.
  • Collaborate with Team: Establish solid relationships with teammates, business partners, and internal network by fostering teamwork and collaboration.
  • Drive Results: Display passion, commitment, and a drive to deliver an experience that improves our members' financial lives by explaining and cross-selling all PenFed loan and share products as appropriate.
  • Stay Adaptable: Demonstrate initiative and a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
  • Support Members: Assist members through the loan process to include inputting loan applications, reviewing terms and conditions, and disbursement.
  • Stay Informed: Remain knowledgeable of the competitive landscape within the financial services industry.
  • Manage Multiple Responsibilities: Strong organizational skills including the ability to manage multiple responsibilities and prioritize.
  • Provide Support: Provide assistance performing cash transactions when necessary to meet member needs and deliver best-in-class member experience.
  • Support Branch Operations: Provide support to other branches to include working weekends and/or extended hours as required to operate the business.
  • Operate Systems: Maintain high-level proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business.
  • Support Initiatives: Support additional PenFed initiatives to support needs of members, and business.
  • Provide Notary Services: If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.
  • Provide Inbound Call Support: Provide in-bound call support, where required.
Qualifications
  • Education: Equivalent combination of education and experience is considered.
  • Experience: Minimum of two (2) year of demonstrated successful sales experience is required.
  • Cash Handling Experience: Minimum of at least six (6) months of cash handling experience.
  • Financial Services Experience: Experience in financial services and knowledge of financial services industry, products, and solutions.
  • Notary Public: Valid Notary Public, preferred.
  • Bilingual: Bilingual, preferred.
  • Customer Service Experience: Previous phone-based customer service experience, preferred.
Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

About Us

Established in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 2.8 million members and over $36 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico, and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.

We provide our employees with a lucrative benefits package including robust medical, dental, and vision plan options, plenty of paid time off, 401(k) with employer match, on-site fitness facilities at our larger locations, and more.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.



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