Personal Banker I

Function or Purpose of Position

Service to our members can include assisting members and potential members with solutions to their banking needs via in-person consultation, telephone conversation, e-mail, chat, or text.

Essential Job Functions or Tasks of Position

Maintains working knowledge of:

Credit Union products and services
Funds availability and account regulations
Basic lending knowledge of loan products
IRA and HSA account servicing
Compliance and regulatory expectations

Receives and processes member financial transactions in person, through the call queue, and via email including but not limited to:

Deposits
Withdrawals
Loan payments
Transfers
Account inquiries
Certificate of deposit, IRA, HSA, and other account maintenance requests
Maintains a high level of accuracy regarding all transactions conducted for members.
Ensures memberships are returned within 24 business hours and maintains acceptable call queue performance.
Assists members with opening and maintaining accounts while ensuring all documentation and compliance requirements are met.
Prepares, reviews, scans, and images all related paperwork for transactions processed.
Completes general processing and reporting duties as assigned by leadership.
Identifies opportunities to educate members about products and services that may benefit their financial needs.
Assists with operational support duties such as opening and closing procedures, scanning, and other administrative tasks as assigned.
Participates in training sessions, team meetings, and professional development opportunities.
Performs additional duties as assigned.

Provides accurate and efficient support for member transactions while maintaining a high level of attention to detail. Assists members with opening and maintaining accounts, ensuring all required documentation and compliance standards are met, and prepares, reviews, scans, and images related paperwork. Maintains service standards by returning memberships within 24 business hours and supporting acceptable call queue performance. Researches and resolves member account issues, responds to member inquiries, and keeps leadership informed of concerns, operational issues, and service opportunities. Identifies opportunities to educate members on products and services that support their financial needs and assists with operational tasks such as opening and closing procedures, reporting, and other administrative duties. Actively participates in training and team meetings while supporting the Credit Union’s culture through teamwork, collaboration, and professional, courteous service. Performs additional duties as assigned.

Other Essential Job Functions of Position:

Qualification Requirements: To perform this job successfully, an individual must be able to perform all job functions, duties, and tasks at an acceptable level as determined by the Credit Union. The requirements listed above are representative of the knowledge, skill and/or ability required.

Other Skills and Abilities:

Strong interpersonal and communication skills.
Ability to provide excellent member service and build relationships.
Basic computer skills and familiarity with Microsoft Office products.
Ability to accurately enter data and process transactions.
Strong attention to detail and organizational skills.
Ability to work effectively both independently and as part of a team.
Positive attitude and commitment to serving members and coworkers.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle, or feel objects, tools, or controls; and reach with hands and arms. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. Specific vision abilities

Required Availability: 7:15 AM – 5:30 PM, 4 days/ week. Flexibility required.

Job Type: Full-time

Pay: $19.90 - $22.02 per hour

Benefits: