Personal Banker II
About The Position
At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood.
Requirements
- High School Diploma or General Educational Development (GED) required.
- 3-5 years' related experience in a customer service, sales, or client-facing role.
- Minimum of one year at a financial institution.
- Strong relationship-building and client-focused sales skills.
- Excellent verbal, phone, email, internet, and writing skills.
- A passion for people, innovation, and growth.
Nice To Haves
- Previous teller, banker, cash handling, or consumer loan experience preferred, ideally at a financial institution.
Responsibilities
- Build premier knowledge, serving as the "go-to" and model in delivering OneAZ's business goals, branch operations, products, and marketing campaigns.
- Fulfill and expand members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions.
- Generate and onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach.
- Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities.
- Analyze member financial information, such as financial profile.
- Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members.
- Support members' banking efficiently through internet, mobile app, branch, and ATM channels.
- Expand customer base by networking with existing and prospective new members.
- Conduct teller activity and transactions, according to branch business needs.
Benefits
- Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time
- Low-cost Medical, Dental & Vision plans
- Paid childcare assistance
- Award-winning 401K
- Gym fee reimbursement
- Tuition Reimbursement
- Student loan repayment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
