Personal Banker

Job Overview Full‑time, on‑site role. Entry salary range $20.48–$24.57 per hour with incentive opportunity based on individual performance. 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. 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 (available after one year of service). Professional Growth : Learning and development programs, and tuition reimbursement (available after one year of service). Additional Perks : Free Telemedicine, Employee Assistance Program (EAP), wellness initiatives, paid community action volunteer hours. Compensation Personal Bankers can earn more than base pay through a weekly incentive program. Bilingual Premium Advia offers a bilingual premium for this role, acknowledging and compensating bilingual employees who regularly use their language skills. Proficiency testing is required, with a specific need for Spanish language proficiency. Role Description The most essential function of this position is to proactively identify financial solutions for our members by interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience, and give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core. Key Responsibilities Interview existing and potential members in person and by phone, explain specific services, products, and policies, and identify members’ needs to cross‑sell credit union services and products actively. Provide counseling on money management and financial matters, including communicating loan denials, explaining decisions, and offering future consideration guidance. 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 improve present, past, and future member relationships, and proactively manage a pipeline that drives progress for members’ 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. Maintain the credit union’s quality and professional reputation, staying informed regarding policy and procedure updates as well as local and national banking and lending trends. Qualifications & Skills Experience working in an environment with individual and team goals preferred. Strong interpersonal skills; courtesy and tact are essential. Ability to work with 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. #J-18808-Ljbffr