Personal Banker

Advia Credit Union • Kalamazoo, MI

14d • Onsite

About The Position

The Personal Banker proactively identifies financial solutions for members through in-person interactions and proactive phone calls. The role recommends products and services that can save members money and time, earn them money, add convenience, or provide peace of mind. It delivers outstanding service to internal and external members while demonstrating the credit union’s core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core.

Personal Bankers may earn additional compensation through a weekly incentive program based on individual performance. Advia offers a bilingual premium for employees who regularly use their language skills to assist members; Spanish proficiency is specifically needed, and proficiency testing is required.

Requirements

• Strong interpersonal skills; courtesy and tact are essential.
• Experience working in an environment with individual and team goals is preferred.
• Spanish language proficiency is specifically needed for the bilingual premium, and proficiency testing is required.

Nice To Haves

• Experience working in an environment with individual and team goals.

Responsibilities

• Interview existing and potential members in person and by phone, and explain services, products, and policies.
• Identify members’ needs and actively cross-sell credit union services and products professionally, meeting credit union standards.
• Make outbound calls using CRM and other call-list leads.
• Counsel members on money management and financial matters, including communicating loan denials, explaining decisions, and providing direction for future consideration.
• Perform timely and accurate lending functions and offer lending solutions, including HELOC and business lending.
• Build and maintain a book of business to improve relationships with current, past, and future members.
• Proactively build and manage a pipeline that supports members’ financial well-being.
• Perform new-account functions, explain account and ownership options, and obtain required information and documentation.
• Cross-sell electronic services and help members enroll in them and understand the e-statement process.
• Maintain the credit union’s quality and professional reputation.
• Stay informed about policy and procedure updates and local and national banking and lending trends.
• Provide outstanding service to internal and external members while demonstrating the credit union’s core values.

Benefits

• Medical, dental, and vision insurance.
• 401(k) with company match.
• Life insurance and disability coverage.
• Paid time off and paid holidays.
• Paid parental leave, available after one year of service.
• Learning and development programs.
• Tuition reimbursement, available after one year of service.
• Free telemedicine.
• Employee Assistance Program (EAP).
• Wellness initiatives.
• Paid Community Action Volunteer Hours.
• Every Sunday off.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed