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Personal Banker I or II - 9th Street

Location: US - Michigan - Kalamazoo

Category:

Posted: July 4, 2024

Job Type

Full-time

Description

Job Title: Personal Banker I or II

FLSA: Non-Exempt
Function: Operations
Reports To: Branch Manager

Purpose: Welcome members as they arrive to the credit union, answering questions and directing members to the appropriate department. Service member's financial needs and transaction requests as they relate to aspects of their accounts, including checking/savings accounts, loans, and account services. Educate members on credit union products and services. Provide members with World Standard service in accordance with the credit union's core values and service promise.

Responsibilities:

Lead by example, being mindful of how your actions reflect upon yourself, and upon Arbor
Coach and encourage others to foster a supportive work environment
Lead by example by embracing and consistently following all steps listed in the Perfect Hour for Personal Bankers, and the New Account Opening Process
Service member's financial needs and process account transactions, including non-monetary requests, with a high level of accuracy
Take proactive ownership of all members you assist, serving as his/her primary contact, finding answers and solutions, serving as the member's advocate, proactively communicating with the member throughout the lending process
Interview new members, educate, and refer valuable products and services to help the member save time and money
Interview credit applicants, looking for opportunities to save the member time and money with Arbor products and services, relative to both the product the member wishes to apply for, and other beneficial products and services to fit their needs
Create and maintain a Book of Business for Arbor Loyalty Members, making regular contact to maintain and nurture relationship through the offering of innovative financial solutions
Open, maintain, update, and close member accounts when appropriate
Obtain and analyze credit bureau reports and approve credit union services within established authority
Answer phone calls promptly and professionally, using a warm hand-over when transferring phone calls
Maintain an up-to-date and comprehensive knowledge of the credit union's products and services
Dependent on the branch staffing model, the following duties could be required: Open and close the branch while maintaining branch security. Assist in maintaining branch cash levels and ensure the accurate balancing of the branch and frontline staff. Schedule and coordinate branch and teller audits with appropriate staff. Lead the branch team in the absence of the branch manager and the assistant branch manager. Answer after-hour/emergency phone calls from EPS and follow procedures for responding.
Assist in ensuring that staff understands and complies with current and new policies and procedures (i.e. conduct staff meetings, facilitate staff training)
Provide back up support on the teller line as needed
Promote and maintain a confidential environment to protect member and credit union information
Follow all credit union policies, procedures, and requirements in addition to all applicable state and federal laws and regulations
Comply with Bank Secrecy Act, OFAC, and USA PATRIOT Act including accurate completion of Currency Transaction Report and Monetary Instrument Log, reporting of suspicious activities to a supervisor, Customer Identification Program for new members, accurate completion of new account activity profile, and identifying high risk accounts at account opening
Create and promote a positive professional image of one's self and the credit union
Exemplify the credit union's core values, service promise, and World Standard service
Adhere to Arbor Financial Credit Union's attendance policy
Arrive to work and meetings on time
Complete assignments in a timely manner

Perform all other duties as assigned

Requirements

Education and Experience:

College coursework or equivalent experience required
Financial services industry experience
Service/sales experience preferred

Skills, Abilities, and other Requirements:

Strong work ethic
Strong desire for collaboratively serving others
Strong computer and application skills
Necessary verbal and written communication and grammar skills
Ability to be bonded required
Ability to successfully organize, prioritize, and manage multiple responsibilities
Ability to keep up with a busy work flow
Ability to sit/stand for long periods of time
Ability to perform repetitive tasks
Occasional travel to offsite locations may be required
Team player with a positive attitude and flexibility
Professional demeanor and personal accountability

Read the full job description and apply online on the recuiter's web-site

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Personal Banker I or II - 9th Street

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