Job Type
Full-time
Description
Welcome to InTouch Credit Union! We're looking for a Personal Financial Assistant who has experience with customer-focused/deadline-driven/high-energy environment, and who can provide courteous, friendly and professional assistance to their team, and our membership.
Our ideal candidate will make $22.05 to $23.28 for this role.
Monday-Friday 8:15 a.m. to 5:15 p.m.Rotating Saturdays between 8:45 a.m. to 12:45 p.m. What about the Duties & Responsibilities? The Personal Banker will work in store, customer facing and providing the following as part of their key essential duties: Greet and welcome members and visitors to the Credit Union in a prompt and professional manner consistent with service excellence best practices including a handshake, introduction and use of the member's name.Identify and recommend products and services based on the member's financial needs upon review of their account or through determining needs based on asking open ended questions.Contact prospective members, businesses, community groups and Select Employer Groups (SEGs) to present information on available products and services.Respond to problems and concerns with a sense of urgency in order to maintain and strengthen the relationship between the member and the Credit Union.Attend various community organization meetings to develop new business and create awareness of the credit union.Identify cross-sell opportunities to enhance relationship building with member and provide enhanced services to members by maintaining expert level of knowledge of Credit Union features and benefits, lending guidelines, products and services.Maintain working knowledge of all operational and lending procedures and regulatory requirements. Designated safety-sensitive position.
Must successfully pass pre-employment drug screen (which will include marijuana testing) and adhere to the Drug and Alcohol Policy for duration of employment with the Credit Union.
The Credit Union is committed to a policy of equal employment opportunity and does not discriminate in the terms, conditions or privileges of employment based on actual or perceived race, religion, color, creed, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), age, genetic information, national origin, ancestry, citizenship status, physical or mental disability, military service and veteran status, sexual orientation, gender identity or gender expression (including transgender status), marital status, or in any other protected classification or status as defined under applicable federal, state or local laws and ordinances.
Requirements
SKILLS AND ABILITIES REQUIRED Education/Certification: High school degree or equivalent;Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required. Experience:
A minimum of one year of experience in the financial industry is required, and one year of customer service experience is preferred.
Required Knowledge: Working knowledge of Microsoft Office and Windows.Basic knowledge of software applications.Compliance with Federal Bank Secrecy and Money Laundering rules required. Physical Requirements:
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.
This work requires the following physical activities:
•Bending, stooping, kneeling, twisting, reaching, finger dexterity grasping, repetitive motions, talking, hearing and visual acuity.
•Standard office environment, uniform temperature, conversational noise level.
•Required to stand or sit for long periods of time when providing member service.
•Ability to lift up to 10 pounds.
Salary Description
$22.05 to $23.28