Retail Banker

PenFed Credit Union•Highland Falls, NY

8d•$21 - $24•Onsite

About The Position

PenFed is hiring a Retail Banker to work onsite at our Cadet branch located in West Point, New York. The primary purpose of this job is to extend member relationships by offering appropriate financial solutions and services to meet our members needs. The incumbent will also train to conduct cash transactions and will be asked to process transactions both accurately and efficiently as needed. Equivalent combination of education and experience is considered. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

Requirements

Associate Degree in a related field such as business management, business administration, or finance
Minimum of two (2) year of demonstrated successful sales experience is required.
Minimum of at least six (6) months of cash handling experience.
Experience in financial services and knowledge of financial services industry, products and solutions.

Nice To Haves

Valid Notary Public, preferred.
Previous phone based customer service experience, preferred.
Bilingual-Spanish preferred.

Responsibilities

Deliver results by meeting or exceeding goals in a member-centric, results driven environment.
Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service.
Demonstrate member service skills and the ability to resolve problems independently; utilizing critical thinking, and problem-solving skills or escalate as needed to promote member satisfaction.
Utilize industry leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt.
Establish solid relationships with teammates, business partners and internal network by fostering teamwork and collaboration.
Display passion, commitment, and a drive to deliver an experience that improves our members financial lives by explaining and cross selling all PenFed loan and share products as appropriate.
Demonstrate initiative and a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
Assist members thorough loan process to include inputting loan applications, reviewing terms and conditions, and disbursement.
Remain knowledgeable of the competitive landscape within the financial services industry.
Strong organizational skills including the ability to manage multiple responsibilities and prioritize.
Provide assistance performing cash transactions when necessary to meet member needs and deliver best in class member experience.
Provide support to other branches to include working weekends and/or extended hours as required to operate the business.
Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business.
Support additional PenFed initiatives to support needs of members, and business.
If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.
Provide in-bound call support, where required.