Financial Services Representative

4 weeks ago

Kalamazoo, Michigan, United States Arbor Financial Credit Union Full time
Job Title: Personal Banker II

At Arbor Financial Credit Union, we are seeking a highly motivated and customer-focused Personal Banker II to join our team. As a Personal Banker II, you will be responsible for providing exceptional service to our members, answering their questions, and directing them to the appropriate department. You will also be responsible for servicing members' financial needs and transaction requests, educating them on our products and services, and promoting a positive professional image of the credit union.

Key Responsibilities:
  • Lead by example, being mindful of how your actions reflect upon yourself and the credit union.
  • Coach and encourage others to foster a supportive work environment.
  • Service members' financial needs and process account transactions with a high level of accuracy.
  • Take proactive ownership of all members you assist, serving as their primary contact, finding answers and solutions, and serving as their advocate.
  • Interview new members, educate them, and refer valuable products and services to help them save time and money.
  • Interview credit applicants, looking for opportunities to save them time and money with our products and services.
  • Create and maintain a Book of Business for Arbor Loyalty Members, making regular contact to maintain and nurture relationships through the offering of innovative financial solutions.
  • Open, maintain, update, and close member accounts when appropriate.
  • Obtain and analyze credit bureau reports and approve credit union services within established authority.
  • Answer phone calls promptly and professionally, using a warm hand-over when transferring phone calls.
  • Maintain an up-to-date and comprehensive knowledge of the credit union's products and services.
Requirements:
  • College coursework or equivalent experience required.
  • Financial services industry experience.
  • Service/sales experience preferred.
Skills and Abilities:
  • Strong work ethic.
  • Strong desire for collaboratively serving others.
  • Strong computer and application skills.
  • Necessary verbal and written communication and grammar skills.
  • Ability to be bonded required.
  • Ability to successfully organize, prioritize, and manage multiple responsibilities.
  • Ability to keep up with a busy work flow.
  • Ability to sit/stand for long periods of time.
  • Ability to perform repetitive tasks.
  • Occasional travel to offsite locations may be required.
  • Team player with a positive attitude and flexibility.
  • Professional demeanor and personal accountability.

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