Retail Banking Professional

1 month 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 exceptional member service by meeting or exceeding goals in a member-centric, results-driven environment.
  • Develop strong interpersonal skills to engage with members, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service.
  • Utilize industry-leading solutions to meet the unique life needs of our members, including home ownership, wealth management, financial education, and managing debt.
  • Establish solid relationships with teammates, business partners, and internal networks by fostering teamwork and collaboration.
  • 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.
  • Assist members through the loan process, 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 when necessary to meet member needs and deliver best-in-class member experience.
  • Support other branches, including working weekends and/or extended hours as required to operate the business.
  • Maintain high-level proficiency in operating all internal PenFed systems or platforms to support the needs of members and the business.
Requirements
  • Associate degree in a related field, such as business management, business administration, or finance.
  • Minimum of two years of demonstrated successful sales experience.
  • Minimum of six 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.
About Us

Established in 1935, PenFed Credit Union 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 are an Equal Housing Lender.

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.

We are committed to maintaining a diverse and inclusive work environment and are an equal opportunity employer. We prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

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