Personal Banker
Company: Durham Staffing Solutions
Location: Omaha
Posted on: March 20, 2023
Job Description:
Our client is seeking a Personal Banker to join their growing
team. This role is responsible for monthly consumer sales, small
business, and real estate loans; as well as, account opening and
building/maintaining a personal book of business. The selected team
member will act as a liaison between members and internal
departments or external organizations. To thrive in this role, you
must be a self-starter and driven to meet established goals. This
role also requires a S.A.F.E Act registration with the Nationwide
Mortgage Licensing Systems (NMLS).Essential Responsibilities
- Promote, sell, and cross-sell credit union products and
services to current and new members following a needs-based sales
methodology. Drive sales through member relationships to generate
revenue.
- Deliver a high level of service to members through member
onboarding, utilization of the Credit Union s service level
agreements, and financial and product education.
- Focus on the solutions that meet the needs of the member and
personally strive to make each
- interaction the best experience of their day.
- Participate in branch promotions and programs that align with
organizational goals using current marketing campaigns.
- Achieve established monthly sales goals to include account
openings, consumer, small business, real estate loans, and
ancillary products.
- Prepare, complete, and finalize all required paperwork and
documentation with a high degree of accuracy.
- Ensure positive public perception of the Credit Union by
building relationships externally and welcoming and greeting
visitors in a professional manner.
- Support, mentor, and participate in training of new staff as
directed by manager.
- Maintain high degree of confidentiality, security and internal
control procedures.
- Provide support to the teller line, when primary back up is
unavailable.
- Maintain strong knowledge of all teller policies and
procedures.
- Ability to open and close the branch and accurately balance a
cash drawer.
- Ensure compliance with all internal audit policies, guidelines,
and procedures for personal banker role.
- Ensure prompt and efficient service to credit union members
utilizing outlined service level agreements.
- Complete all annual regulatory training. Participate in credit
union functions, self-development, and other training programs that
align to the business.
- Other duties as assigned. Knowledge and Skills
- A high school education or GED required.
- One year to three years of sales experience, ideally in a
financial institution, preferred.
- Ability to perform in a fast-paced, team-oriented environment
with multiple interruptions.
- Ability to ask great questions in order to determine a member s
financial needs and recommend the correct products and
services.
- Ability to problem solve and work with confidentiality and high
attention to detail.
- Must have reasoning ability, professional decorum to handle
confidential issues in a calm manner, possess the ability to read
and interpret documents such as regulatory procedures.
Keywords: Durham Staffing Solutions, Omaha , Personal Banker, Other , Omaha, Nebraska
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