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Title

Personal Banker 

Category Member Service  
Description

*Sign On Bonus $2,000*

At Blue, we discover pathways to realize your possibilities. Our Personal Banker is responsible for leading and directing efforts to build and strengthen relationships with current members and prospects within our communities. This position is accountable for designing robust member experiences and engagement by delivering appropriate service solutions, while supporting needs of the member base. Accountable for improving wallet share through proactive inbound and outbound efforts, and ensuring a quality member experience through our service delivery. This position is primarily responsible for handling service requests, balancing problem resolution inquiries, and supporting teller functions. This position also focuses on:

  • This position will lead in adding new services, supporting problem resolution, teller activities and operational functions. It is a secondary role to account opening processes for consumer accounts, and availability for ad hoc business accounts, and private client account opening functions, while also supporting lending applications, as needed. Promote the best solutions to support the identified needs of the member, through interactions in the branch lobby, outbound calling efforts, and/or management of referrals from credit union partners. Responsible for proactive lead generation and appointments, establishing centers of influence to engage with prospective members inside/outside the credit union, promoting Blue’s mission and value, meeting and/or exceeding goals and objectives.
  • Lead and demonstrate robust member experiences through courteous, timely, and professional member engagements and communication. Promptly, accurately and efficiently process member financial transactions including but not limited to: deposits, withdrawals, check cashing, cash advances, loan payments, transfers, wire transfers, official checks, money orders, other negotiable instruments and necessary general ledger postings according to policies, procedures, and standards. Accurately complete Currency Transaction Reports (CTR’s) and Suspicious Activity Reports (SAR’s) when needed. Ensure proper identification is presented for appropriate transactions. Maintain a high degree of member confidentiality. Provide support to all assigned areas of branch operations, including but not limited to safe deposit , teller functions, and vault operations.
  • Explain and expedite the opening, closing, transfer , and rollover of loan and deposit products and services. Support onboarding and re-boarding functions to manage consistent and proactive experience levels for members.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
 
Position Requirements

Experience: A minimum of one year up to three years of similar or related experience, including preparatory experience. Proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework or related experience in a financial organization. Demonstrate confidence in educating members with holistic banking solutions to meet current and future needs, with strong commitment to mobile and digital strategies. Applies critical thinking and problem-solving skills to meet member needs. Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member, and work with efficiency delivering consistent productivity. Exhibits passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members.

Education/Certifications/Licenses: A two-year college degree or equivalent experience.

Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Other Skills: Excellent organizational, analytical and problem solving skills. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a service orientation and be willing to sell products and services. Ability to manage multiple projects/priorities simultaneously in an effective manner. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.) Has the focus, persistence, positive outlook, and discipline to meet the personal demands of a sales/service role.

 
Full-Time/Part-Time Full-Time  
Compensation $19.00 - $26.85  
Bondability Employment at Blue Federal Credit Union is contingent upon successful bondability.  
Position Personal Banker  
Number of Openings 1  
Open Date 6/29/2021  
Location Dell Range Boulevard Branch  
About the Organization Our mission is 'We discover pathways to realize your possibilities.' Our employees uphold this mission by utilizing our values as stepping stones to sustain our amazing culture. Those values are Boundless Optimism, Unwavering Confidence, Uniquely Us, and Over the Top. Thank you for showing an interest in Blue Federal Credit Union!  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently accepting applications.

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