Personal Banker
Area Federal Credit Union
Job Description
Purpose:
Meet with members of the credit union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a variety of transactional services to members including loan processing, closing, and disbursal. May lead the activities of other Member Service Representatives.
Duties and Responsibilities:
Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies
May reply to email or other electronic requests submitted by members, again providing profession, prompt, efficient, and accurate service and information
Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance. May handle more complex questions and problems for other Member Service Representatives.
Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
Process, close and disburse loans.
Educate members on credit union products and services based on member’s needs that are obtained from member interviews and/or review of member’s account.
Up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives. Up-to-day and comprehensive knowledge on all related policies and procedures, rules, and regulations.
Provide information on investment alternatives to members wishing to deposit funds with the credit union.
Research accounts for deposit, withdrawal, and loan-payment discrepancies.
Assist members in balancing their accounts.
Assist members in opening certificates of deposits (CDs) and individual retirement accounts (IRAs) and further documentation of deposits/withdrawals.
Perform any and all other duties as assigned by supervisor.
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Personal Banker in Aberdeen, SD vacancy
$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Aberdeen, SD3 days ago$50k
...engagements). Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a...SuggestedWork at officeHome officeFlexible hoursEdward Jones
Aberdeen, SD3 days ago$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...SuggestedWork at officeUnavailable
Aberdeen, SD6 hours ago$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Aberdeen, SD1 day ago- Northwestern Mutual is seeking College Financial Representatives for its internship program in Aberdeen, South Dakota. Interns will develop a financial planning practice with guidance and support from experts while balancing studies. Responsibilities include networking...SuggestedInternship
Northwestern Mutual
Aberdeen, SD4 days ago $1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Aberdeen, SD6 hours ago- Job Description Job Description Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and ...
$104.81k - $123.3k
Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each day with a single purpose – to do the right thing by our business clients to help them achieve their...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per weekU.S. Bank
Aberdeen, SD1 day ago$104.81k - $123.3k
U.S. Bank in Aberdeen is looking for a Business Banking Relationship Manager to foster strong client relationships and help businesses achieve their financial goals. The role requires a Bachelor’s degree and seven years of experience. Responsibilities include providing...U.S. Bank
Aberdeen, SD1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
