Personal Banker I or II

2 days ago


Prescott Valley, Arizona, United States OneAZ Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Personal Banker I or II to join our team at OneAZ Credit Union. As a Personal Banker, you will be responsible for building relationships with members, providing trusted advice, and helping them achieve their financial goals.

Key Responsibilities
  • Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns.
  • Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions.
  • Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach.
  • Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities.
  • Analyze member financial information, such as financial profiles.
  • Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members.
  • Support members' banking efficiently through internet, mobile app, branch, and ATM channels.
  • Expand customer base by networking with existing and prospective new members.
  • Conduct teller activity and transactions, according to branch business needs.
Requirements
  • High School Diploma or General Educational Development (GED) required.
  • One to three years' related experience in a customer service, sales, or client-facing role.
  • One year of cash handling preferred, ideally at a financial institution.
Preferred Qualifications
  • Strong relationship-building and client-focused sales skills.
  • Excellent verbal, phone, email, internet, and writing skills.

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