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Company Description

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they're woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Careers
Do you have a passion for helping others?
Currently, PenAir provides access to 15 convenient locations across Mobile and Baldwin counties in Alabama and Escambia, Santa Rosa, Okaloosa and Bay counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You'll fit right in.
Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The PenAir difference.
Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

1. Up to $15K available for continuing education
2. Student Loan Paydown
3. Adoption Assistance Reimbursement
4. Wellness Programs
5. Gym membership reimbursement
6. Formal Career Development Resources
7. Financial Wellness Resources
8. Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

1. Generous PTO Plan-20 days for new hires
2. Paid Maternal & Parental Leave
3. Competitive Retirement Plan
4. Competitive medical, dental & vision plans
5. Company paid Telehealth services.
6. Company paid Short Term Disability
7. And more..........!

The starting salary for this role is $17 to 18.82 per hour, depending on experience.

Following the completion of the training period, this role transitions to a remote role, with occasional trips to the office. The hours for this position are Monday through Friday, 9:30 AM to 6:30 PM, with rotating Saturdays from 9:00 AM to 1:00 PM.

About the role:

Dedicated to enhancing the financial success of members by providing products and solutions, exceptional member service, performing transactions, and resolving member questions and concerns via video interaction. Responsible for assisting members with account questions and making referrals to business partners.

Major Duties and Responsibilities:

• Promptly and accurately handles member transactions including withdrawals, deposits, payments, and other member requests while actively educating and providing product guidance to members. Assist members in the servicing of their account by answering questions.
• Uncovers existing and potential members' needs and recommend solutions to improve their financial well using a sales through service consultative approach. Recognizes opportunities and refers members to internal business partners for specialized services including investments, mortgage, or commercial lending.
• Performs department specific functions as needed, including but not limited to using document processing, balancing, opening/closing the department, troubleshooting machines.
• Ensures the accurate records are maintained and required reports are prepared.
• Performs other job-related duties required or assigned.

Minimum Qualifications:

• 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, it includes subject matter experts as well as first level to middle managers.
• Other Skills: Ability to manage multiple priorities, ability to use multiple applications on a computer simultaneously, willingness to learn, strong member focus, attention to detail, strong communication skills both written and verbal.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.