Personal Banker

Its fun to work in a company where people truly BELIEVE in what theyre doing!

Were committed to bringing passion and customer focus to the business.

Position Summary

The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions such as opening new accounts providing loan options and helping members with their investments. The primary goal is to provide excellent member service while achieving sales targets and promoting the credit unions products and services. The team member will work closely with other team members to ensure that the credit union policy and procedures are followed and that all member interactions are handled professionally and efficiently. The role may provide support and coverage to tellers and other branches.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience.
• Establishes and maintains a positive relationship by creating an exceptional experience and making the member feel valued.
• Engage members as they enter the branch by welcoming and making them feel appreciated including managing lobby traffic checking members into the waiting queue and scheduling / canceling appointments.
• Engage with Branch Partners and other lines of business to offer the most appropriate products.
• Identify changes in members financial situation and banking needs and recommend relevant solutions to enhance the members financial goals.
• Recommends and assists members with convenient technology solutions including but not limited to Online Banking mobile applications etc.
• Achieve sales targets as required by management.
• Member Service functions; open new accounts checking certificates money markets IRA CD account maintenance and outbound new deposits etc.
• Verifies eligibility for new accounts and processes through the system before opening the account.
• Specialized account functions; separation / divorce account changes estate expertise etc.
• Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling service to sales teller interactions appointment setting and effective lobby engagement.
• Loan origination functions : creating and processing a new loan application. This process includes gathering information from the borrower assessing their creditworthiness and determining the terms and conditions of the loan. This may include outbound loan win-back campaigns etc.
• Provides timely responses to members and other team member requests.
• Accountable for the vault dual-control access and increased approval authority limits in coordination with leaders of branch locations.
• Maintains a work area that ensures the safety of all negotiables and confidential records.
• Orders a cash supply to meet daily needs.
• Adheres to all security policies for the branch including the opening and closing procedures of the branch.
• Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures including but not limited to completing and submitting Currency Transaction Reports being knowledgeable of signs of unusual financial activities and reporting signs of unusual activity and / or completing reporting for Suspicious Activity Report as appropriate per procedure.
• Completes all mandatory compliance testing by deadlines. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures.
• May perform teller transaction functions as needed including deposits withdrawals transfers payments etc. accurately and efficiently while complying with all policies procedures and regulatory requirements.
• Performs other related duties as assigned.

Knowledge Skills and Abilities (KSA)

Supervisory Responsibilities

Complexity & Scope of Work

Physical Demands & Work Environment

Work Hours

Minimum Qualifications

For All Candidates

This is a Full-Time Hourly (non-exempt) Emergency Classification : Non-essential

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race color religion sex national origin age disability genetic information sexual orientation gender identity or expression pregnancy veteranstatusor any other legallyprotected characteristic. If youd like more information about your EEO rights as an applicant under the law contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation please email or call for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities duties and skills required of personnel so classified. Furthermore they do not establish an employment contract and are subject to change at the discretion of the Company.

Key Skills

Academics,Business Objects,CAD CAM,Corporate Finance,Electronics,Audio Visual

Employment Type : Full-Time

Experience : years

Vacancy : 1