Personal Banker

2 weeks ago


Prescott Valley, Arizona, United States OneAZ Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Personal Banker 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.
What We Offer

We offer a comprehensive benefits package, including low-cost medical, dental, and vision plans, gym reimbursement, paid parental leave, generous personal days and vacation time, and an award-winning 401(k) program. We are proud to be an equal opportunity employer and value diversity. We do not discriminate on the basis of race, color, religion, creed, national origin or ancestry, sex (including pregnancy), age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, or any other legally recognized protected basis under federal, state, or local law.

We are committed to creating a workplace that is inclusive and respectful of all employees. If you are passionate about delivering exceptional customer service and building strong relationships, we encourage you to apply for this exciting opportunity.


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