Personal Banker I
Job Summary: The Personal Banker is the financial liaison to every member entering the branch and is focused on improving our member financial wellness. The Personal Banker works closely with members to understand their financial needs and recommend appropriate products to help our members make or save money and time through convenience services.
Essential Functions and Responsibilities:
- Works with members to craft a personalized financial strategy to assist them in reaching their financial goals.
- Assist members with opening new accounts, explaining credit union products and services, and resolving member concerns.
- Source new lending opportunities, ensuring a continuously full loan pipeline, meeting and exceeding personal lending goals as well as referral goals.
- Participates in community events with the intent of growing membership and educating members on the credit union’s products and services.
- Frequently performs outbound phone calls to existing Members to create awareness of credit union products and services.
- Operate a Teller window processing member transactions as needed.
- Periodically assists the Call Center in answering member inquiries.
- Adhere to regulatory and legal compliance within the branch.
- Present a professional appearance as you are the face of the Credit Union.
- Any other duties as assigned
- This job description is subject to change at any time
Job Requirements:
- College degree preferred.
- Minimum of 1 year cash handling experience.
- 2 years of sales and customer service experience required.
- Active listening and superb customer service skills.
- Positive energy and enthusiastic disposition required.
- NMLS license required at time of hire or achieved within 20 days of employment.
- Successful problem solver to resolve member’s inquiries.
Physical Requirements/Work Environment: May lift up to 25 lbs.; Office work- must be able to use a PC and phone; hearing and sight are required to perform this job; may need to sit or stand for long periods of time in front of a computer. Must have a valid driver’s license to travel between branch locations and develop business in the community.
It is the policy of Ohio Catholic Federal Credit Union to provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, pregnancy, national origin, genetic information veteran or disability status or any other protected characteristic under applicable law.