Retail Banking Professional

2 weeks ago

Dallas, Texas, United States PENFED Credit Union Full time
About the Role

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.
  • Meet Member Needs: Utilize industry-leading solutions to meet the unique life needs of our members, including 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, including inputting loan applications, reviewing terms and conditions, and disbursement.
  • Stay Informed: Remain knowledgeable of the competitive landscape within the financial services industry.
  • Organize and Prioritize: 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, including working weekends and/or extended hours as required to operate the business.
  • Stay Up-to-Date: Maintain a high level of proficiency in operating all internal PenFed systems or platforms, including but not limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc., to support the needs of members and business.
  • Support Additional Initiatives: Support additional PenFed initiatives to support the needs of members and business.
  • 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.
  • Phone Support: Provide in-bound call support, where required.
Qualifications
  • Education: Equivalent combination of education and experience is considered.
  • Experience: Minimum of two (2) years of demonstrated successful sales experience is required.
  • Cash Handling: Minimum of at least six (6) months of cash handling experience.
  • Financial Services Knowledge: Experience in financial services and knowledge of financial services industry, products, and solutions.
  • Notary Public: Valid Notary Public, preferred.
  • Bilingual: Bilingual, preferred.
  • Customer Service: Previous phone-based customer service experience, preferred.

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