Personal Banker

Employment Type: Full-Time, On-site #LI-ONSITE Entry Salary Range: $20.48-$24.57 per hour with an incentive opportunity based on individual performance. Comprehensive Benefits Package We’re committed to supporting your well‑being and work‑life balance through a robust benefits offering: Health & Wellness: Medical, dental, and vision insurance to keep you and your family healthy. Financial Peace of Mind: 401(k) with company match, life insurance, and disability coverage. Time Off: Generous paid time off (PTO), paid holidays, and paid parental leave*. Professional Growth: Learning and development programs, plus tuition reimbursement* to support your career journey. Additional Perks: Free Telemedicine, Employee Assistance Program (EAP), Wellness initiatives, Paid Community Action Volunteer Hours. *Parental Leave and Tuition Reimbursement are available after one year of service. Advia offers a bilingual premium for this role. Premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency. About the Role Proactively identify financial solutions for members by interacting with customers in person and via phone. Leverage products and services that can save money and time, earn revenue, add convenience, and provide peace of mind. Provide outstanding service to both internal and external members, living and demonstrating the credit union core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, Keep People at the Core. Personal Banker Responsibilities Interview existing and potential members (in person and by phone) to explain specific services, products, and policies. Identify members’ needs and cross‑sell credit union services and products actively in a professional manner, meeting standards. This includes outbound call expectations pertaining to CRM and call list leads. Counsel members regarding money management and financial matters, including communicating loan denials, explaining decisions, and providing direction for future consideration. Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending. Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the member’s financial well‑being. Perform new account functions, explain various account and ownership options, and obtain required information and documentation. Cross‑sell electronic services and assist members in setting up electronic services enrollment and understanding the e‑statement process. Ensure that the Credit Union’s quality and professional reputation is projected and maintained. Stay informed regarding policy and procedure updates as well as local and national banking and lending trends. Qualifications Experience working in an environment with individual and team goals preferred. Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization. Equal Employment Opportunity We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer. Equal employment opportunity, including veterans and individuals with disabilities. PI285544369 #J-18808-Ljbffr