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Personal Banker- Guadalupe Branch chez CommunityAmerica Credit Union

CommunityAmerica Credit Union · Kansas City, États-Unis d'Amérique · Onsite

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Summary:

Personal bankers provides professional, prompt, financial service to all members and potential members in a sales and service culture. Continually educates members on credit union products and services in relation to the members’ needs. Ensures a high focus on building and enhancing member relationships through telemarketing, follow-up and financial counseling. This position will be expected to participate in in-house business development promotions. 

 

*Bilingual preferred*

Duties & Responsibilities:
  • Ensures a high focus on determining members’ needs and cross-selling appropriate services and continually building and enhancing member relationships.  
  • Balances vault cash, travelers checks, money orders and cashiers checks.  
  • Opens new member accounts, CD’s and IRA’s.  
  • Originates and completes member consumer loan applications.  
  • Closes loans that have originated outside the in-store branch.  
  • Understands and applies savings and lending policies and procedures for possible sales opportunities.  
  • Delivers Public Announcements (PA’s) as instructed by the Branch Manager.  
  • Perform and track business development activities every month.  
  • Performs financial transactions in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags.  
  • Maintains an understanding of endorsement requirements and check acceptances of the credit union.  
  • Assists with vault cash and originating and scoring member loans as needed.  
  • Assures the credit union’s interest is protected and liens to be filed can be perfected prior to disbursal of loan proceeds. Provides supporting documents and proper documentation in member files.  
  • Assists in meeting and exceeding individual, team and credit union goals.  
  • Promotes honest and open communication throughout the credit union.   
  • Demonstrates behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics.  
  • Works with other credit union departments to insure the workflow or process is providing the best service to the members.  
Requirements:

Education and Experience

  • Three or more years experience in financial institution or retail sales position is desired.  
  • Prior lending experience preferred.   
  • Fluency in Spanish (written and verbal) is preferred.

 

Knowledge, Skills and Abilities 

  • Knowledge of sales and service techniques.  
  • Knowledge of credit union services and products.  
  • Excellent member service skills.  
  • Good problem resolution skills.  
  • Ability to make sound lending decisions.  
  • Ability to work in a fast-paced and team-oriented environment.  
  • Ability to communicate effectively in writing and orally.  
  • Ability to resolve interpersonal conflict and miscommunication.  
  • Knowledge of spreadsheet software and ability to use word processing software. 
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