Retail Banker

1 week ago


San Diego, California, 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 exceptional member service by meeting or exceeding goals in a member-centric, results-driven environment.
  • Develop and maintain strong relationships with teammates, business partners, and internal networks by fostering teamwork and collaboration.
  • Utilize industry-leading solutions to meet the unique life needs of our members, including home ownership, wealth management, financial education, and debt management.
  • Assist members with thorough loan processes, including inputting loan applications, reviewing terms and conditions, and disbursement.
  • Remain knowledgeable of the competitive landscape within the financial services industry.
  • Provide assistance with cash transactions and support other branches as needed.
  • Maintain high levels of proficiency in operating all internal PenFed systems and platforms.
Requirements
  • Equivalent combination of education and experience is considered.
  • Associate Degree in a related field, such as business management, business administration, or finance.
  • Minimum of two (2) years of demonstrated successful sales experience.
  • Minimum of at least six (6) months of cash handling experience.
  • Experience in financial services and knowledge of financial services industry, products, and solutions.
  • Valid Notary Public, preferred.
  • Bilingual, preferred.
  • 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.

Travel

Ability to travel to various worksites and be on-call may be required.


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