Financial Services Advisor (personal banker)
About The Position
MyUSA Credit Union is a member-owned, $350 million financial institution with offices in Middletown (2), Trenton, Kettering (2), Moraine, Springfield and Vandalia. We are seeking interested candidates for a Financial Services Advisor (personal banker) for servicing loans & new accounts at our Springfield location. This role is best suited for an enthusiastic, member-service driven person who is motivated to serve our members by putting their financial needs and best financial interests first. Responsibilities include: Interview, counsel, and assist members regarding all of their financial service needs Process/open new account and loan requests; service existing accounts. Set up new account files and provide members with all necessary information for membership. Knowledge in all aspects of the Credit Union’s products and services Expected to assist in all areas of branch operations on a frequent basis
Requirements
- Live the values: Positive Empowerment, Compassionate Relationships, Transformative Service, and Collaborative Innovation. (Visit www.myusacu.com/about-us/ to learn more)
- High School Diploma or equivalent through course work, training and/or financial services experience
- Effective communication skills (oral and written)
- Able to demonstrate excellent interpersonal and organizational skills
- Strong computer skills and ability to operate standard office machines needed to perform the job such as computer, calculator, copier
Nice To Haves
- Familiarity with branch operations and financial services products and services preferred
- Banking: Experience preferred
- Customer service: Experience preferred
- Cash handling: Experience preferred
Responsibilities
- Interview, counsel, and assist members regarding all of their financial service needs
- Process/open new account and loan requests; service existing accounts.
- Set up new account files and provide members with all necessary information for membership.
- Knowledge in all aspects of the Credit Union’s products and services
- Expected to assist in all areas of branch operations on a frequent basis
Benefits
- 401(k) Matching
- Generous Paid Time Off
- Company paid Life, AD&D and Disability Insurance
- Credit Union membership
- Health, Dental, & Vision insurance
- Employee Assistance Program
- Flexible Spending Account
- Health Savings Account
- Referral program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
