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Personal Banker

Personal Banker

Star One Credit UnionSaratoga, CA, US
30+ days ago
Job type
  • Full-time
Job description

EXCELLENT PAY AND BENEFITS!

Be a part of one of the most successful financial institutions in the country!!

Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 128,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row, Star One has been ranked #1 by the Credit Union National Association for providing the highest direct financial benefit to the members we serve.

We offer AMAZING BENEFITS that help keep our employees healthy and shining bright!!!

  • 401(k) Plan, Match, and Profit Sharing
  • Annual Wellness Benefit
  • Education Assistance
  • Employee Loan Discounts
  • Medical, Dental, and Vision (Effective date of hire)
  • Paid Holidays
  • Paid Time Off Program
  • Staff Incentive Variable Pay (Bonus)

Job Title : Personal Banker

Hours : Monday-Thursday 8 : 45 am - 5 : 30 pm, Friday 8 : 45 am - 6 : 30 pm, and rotating Saturdays 8 : 30 am - 2 : 45 pm (with a day off during the week

Salary Range : $51,200 - $70,300 which is base pay.

Compensation will be based on candidate qualifications.

Job Scope / Duties

  • Responsible for providing consultative member support during the new account and consumer loan application process.
  • Reviews and analyzes loan applications and supporting documentation.
  • Advises members of policies, rates and terms.
  • Acts as a primary contact for members by providing application status and collecting documentation.
  • Books consumer loans, disburses funds and explains loan documents and approved loan terms.
  • Completes member requests for loan modifications.
  • Provides account and loan servicing support as needed.
  • Stays informed of all products, services and operational procedures.
  • Supports community and business development efforts.
  • Processes all transaction requests and provides assistance to other branches and departments as needed.
  • Experience / Minimum Education Requirements

  • Two to four years of current and progressive experience within a financial institution, preferably in a personal banking role.
  • Sales and service experience in a branch environment is preferred.
  • Bachelor's degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience.
  • Notary designation required. Mortgage Loan Originator (MLO) registration is required upon employment.
  • Knowledge / Skills / Abilities

  • Requires strong written and verbal communications skills.
  • Ability to learn and retain banking regulatory information and requirements.
  • Must be proficient with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.
  • Fosters and maintains a strong service culture by providing excellent internal and external service.
  • Ability to work in a fast-paced environment while handling multiple tasks and competing priorities.
  • Must be a strong team player with the ability to work in a diverse group or as an individual contributor.
  • MUST HAVE GOOD CREDIT.

    We are a proud Equal Opportunity / AAP Employer M / F / Vet / Disabled

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    Personal Banker • Saratoga, CA, US