Bilingual (English/Spanish) Personal Banker
About The Position
As a Bilingual (English/Spanish) Personal Banker, you play a pivotal role in delivering superior member service and helping members achieve their financial goals. You build and maintain member relationships, understand members’ financial goals, and recommend appropriate credit union products and services. The role focuses on sales and revenue generation, member relationship management, financial consultation, and risk management and compliance. You identify opportunities to cross-sell and upsell products, meet or exceed sales goals while maintaining member satisfaction, and build trust through personalized interactions and proactive outreach. You communicate with members about their accounts, promotions, and educational resources, and collaborate on sales initiatives, marketing call lists, and community events. You serve as a primary contact for member inquiries, concerns, and transactional needs. Through interviews and effective questioning, you identify members’ short- and long-term goals and banking needs, then recommend and explain relevant products such as checking and savings accounts, loans, and investment options. You also educate members about financial services and digital credit union platforms. You must follow regulatory requirements, credit union policies, and procedures, and conduct due diligence and verification for account openings, transactions, and documentation. The schedule is Tuesday through Saturday. A great benefits package is offered.
Requirements
- Two to five years of similar or related experience, including time spent in preparatory positions.
- Demonstrated aptitude and desire for a sales environment.
- Bilingual English/Spanish proficiency required.
Responsibilities
- Drive sales and revenue growth by identifying opportunities to cross-sell and upsell credit union products and services.
- Meet or exceed sales goals while maintaining member satisfaction.
- Build rapport and trust through personalized interactions and proactive outreach.
- Communicate with members about account updates, promotions, and educational resources.
- Collaborate with team members and participate in promotional campaigns, marketing call lists, and community events.
- Develop strong member relationships through exceptional service and personalized financial advice.
- Engage with members to understand their financial objectives, lifestyle, and preferences.
- Serve as the primary point of contact for member inquiries, concerns, and transactional needs.
- Tailor communication to diverse member demographics and preferences.
- Interview members to identify financial goals, preferences, and banking needs, including short- and long-term goals.
- Use effective questioning to uncover financial needs and opportunities for improvement.
- Recommend suitable credit union products and services, including checking accounts, savings accounts, loans, and investment options.
- Educate members about financial products, services, and digital credit union platforms.
- Follow regulatory requirements, credit union policies, and procedures to ensure compliance and mitigate risk.
- Conduct due diligence and verification for account openings, transactions, and documentation.
Benefits
- Great benefits package.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
