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Personal Banker

Company: CareerLink
Location: Omaha
Posted on: November 22, 2021

Job Description:

Our client is seeking to add a Personal Banker to their growing team. This team member will assist new and existing members with their immediate, short term, and long-term financial needs and goals through exceptional service and problem solving.

This position regularly combines all aspects of member services, account opening functions, as well as actively involving other member contact departments and support/back-office staff to fulfill member needs. The successful incumbent will be flexible enough to greet/welcome incoming members, act as a financial services consultant, and perform teller transactions.

Key Responsibilities:

Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements.
Educate members on how to complete their banking needs whenever, wherever, and however they want with self-service options including the mobile application, online application, and ATM's/ITM's.
Collaborate with other internal specialists (i.e.; Mortgage Originator) to assist members.
Develop your skills through ongoing participation in training and development activities.
Participate in branch opening, closing, and balancing duties.
Responsible for opening new deposit accounts, originating loan applications, processing loan closings, opening certificate accounts, and processing renewals in accordance with the Credit Union's and regulatory policies and procedures.
Maintain a system of follow-up mail and telephone communication to deepen a members' relationship with the credit union; as well as provide education to members on credit and other financial strategies.
Participate in branch sales promotion, programs, and development meetings.
Handle service requests from members, including but not limited to; loan payments, share withdrawals, line of credit advances, correct errors in member accounts, reorder checks, change account information, perform notary public, close accounts, stop payments, order copies of statements, and any other requests received from members.
Assist members with IRA's including opening accounts, answer questions regarding disbursement, death issues, rollover, and internal transfers.
Participate in any special projects or other duties, as assigned by management.
Develop and maintain strong business partnerships and ongoing referrals to other internal and external business relationships (i.e., Mortgage, Retirement and Investment Services, Consumer Lending, Networking groups, etc.).
Balances and manages cash drawer daily with minimal errors, provide balancing assistance to the team, and reports all issues to Branch Manager.
Other duties as assigned.

Knowledge and Skills:

A two-year college degree, completion of a specialized certification or licensing, completion of a specialized training courses by vendors, or job-specific skills acquired through an apprenticeship program.
Minimum of two years of similar or related experience.
Must possess working knowledge of c

Keywords: CareerLink, Omaha , Personal Banker, Other , Omaha, Nebraska

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