Personal Banker I or II

OneAZ Credit Union • Prescott, AZ

22h • Onsite

About The Position

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. Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns. Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions. 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.

Requirements

• High School Diploma or General Educational Development (GED) required
• One to three years' related experience in a customer service, sales, or client-facing role
• One year of cash handling preferred, ideally 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
• Authorization for OneAZ to conduct a credit and criminal background check
• Compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC)

Responsibilities

• Building relationships with members
• Providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood
• Developing in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns
• Opening accounts
• Learning members' financial needs
• Identifying OneAZ products and solutions
• Onboarding new members by opening accounts
• Facilitating loans
• Following up with client-focused outreach
• Building relationships, rapport, and OneAZ's brand in the community
• Analyzing member financial information
• Facilitating completion of member loan applications for submission to underwriting
• Conducting loan closings with members
• Supporting members' banking efficiently through internet, mobile app, branch, and ATM channels
• Expanding customer base by networking with existing and prospective new members
• Conducting 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED