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Retail Banker

2 months 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 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 to support the needs of members and the business.
  • Support Additional Initiatives: Support additional PenFed initiatives to support the needs of members and the business.
  • Notary Services: If Notary Public, will be responsible for providing members with 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: 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.