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Title

Personal Banker Floater 

Category Member Service  
Description

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.

The Personal Banker Floater will float between branches as needed. 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.

  • Assists as needed within the Member Services team to exceed member service experience.

  • 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.

Full Time Position

Compensation: $18.73 - $28.09

 
Position Requirements

EXPERIENCE: A minimum of one year up to three years of similar or related experience, including preparatory experience.

EDUCATION/CERTIFICATIONS/LICENSES: A high school degree or equivalent

INTERPERSONAL SKILLS: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, 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. Typically includes subject matter experts as well as first level to middle managers.

PHYSICAL REQUIREMENTS: Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS: Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

 
Full-Time/Part-Time Full-Time  
Compensation $18.73 - $28.09  
Bondability Eligibility of employment at Blue Federal Credit Union is contingent upon successful bondability.  
Job Site Location Northern Colorado  
Position Personal Banker Floater  
Number of Openings 1  
Open Date 1/12/2022  
Location Fort Collins, CO  
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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