Personal Banker

Advia Credit Union • Comstock Charter Township, MI

15d • $20 - $25 • Onsite

About The Position

The Personal Banker proactively identifies financial solutions for members through in-person interactions and phone calls. The role provides outstanding service to internal and external members while demonstrating Advia’s core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core. Personal Bankers may earn more than their base pay through a weekly incentive program. The position is full-time and on-site.

Requirements

• Strong interpersonal skills; courtesy and tact are essential.
• Ability to work with members and others inside and outside the organization.
• Spanish proficiency is specifically needed for the bilingual premium and requires proficiency testing.

Nice To Haves

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

Responsibilities

• Interview existing and potential members in person and by phone, and explain specific services, products, and policies.
• Identify members’ needs and actively cross-sell Credit Union products and services in an appropriate, professional manner that meets Credit Union standards.
• Meet outbound call expectations related to 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 present, past, and future member relationships.
• Proactively build and manage a pipeline that advances members’ financial well-being.
• Perform new account functions, explain account and ownership options, and obtain required information and documentation.
• Cross-sell electronic services and assist members with enrollment and understanding 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.

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
• Weekly incentive program based on individual performance
• Every Sunday off

What This Job Offers

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