Personal Banker

$43,597 - $43,597/Yr

Advia Credit Union - Woodstock, IL

Full-time - Entry Level

Woodstock, IL

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Personal Banker position at Advia Credit Union focuses on proactively identifying financial solutions for members through direct interaction and communication. The role emphasizes outstanding service, integrity, and relationship building, while also providing opportunities for performance-based incentives and professional development.

Responsibilities

• Interview existing and potential members in person and by phone to explain specific services, products, and policies.
• Identify members' needs and actively cross-sell Credit Union services and products in a professional manner.
• Counsel members regarding money management and financial matters, including communicating loan denials and providing future direction.
• Perform timely and accurate lending functions and offer various lending solutions including HELOC and Business Lending.
• Build and maintain a book of business to enhance member relationships.
• Proactively manage a pipeline that drives progress for the members' financial well-being.
• Perform new account functions, explain account options, and obtain required documentation.
• Cross-sell electronic services and assist members with electronic services enrollment and e-statement processes.
• Ensure the Credit Union's quality and professional reputation is maintained.
• Stay informed about policy updates and banking trends.

Requirements

• Experience working in an environment with individual and team goals preferred.
• Strong interpersonal skills are essential, with courtesy and tact being critical for personal contact with members.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid holidays
• Paid time off
• Vision insurance
• Paid volunteer hours
• Advia Sponsored Wellness Program