PenFed Credit Unionposted 8 months ago
Full-time • Entry Level
Remote • Dallas, TX
1,001-5,000 employees
Credit Intermediation and Related Activities

About the position

At PenFed, our mission is to empower our members to achieve their financial goals. We are currently seeking a Retail Banker to join our team at the AAFES branch in Dallas, Texas. This role is pivotal in extending member relationships by providing tailored financial solutions and services that meet the diverse needs of our members. As a Retail Banker, you will be responsible for conducting cash transactions accurately and efficiently, while also engaging with members to understand their financial needs and offer appropriate products and services. In this position, you will be expected to deliver results by meeting or exceeding goals in a member-centric environment. Strong interpersonal skills are essential, as you will need to engage in meaningful dialogue with members, demonstrating a sincere interest in building and deepening relationships. You will also be tasked with resolving member issues independently, utilizing critical thinking and problem-solving skills to enhance member satisfaction. Your role will involve utilizing industry-leading solutions to assist members with various financial needs, including home ownership, wealth management, and financial education. Establishing solid relationships with teammates and business partners is crucial, as collaboration is key to our success. You will also be responsible for explaining and cross-selling PenFed's loan and share products, ensuring that our members receive the best possible service. Additionally, you will assist members throughout the loan process, which includes inputting loan applications, reviewing terms and conditions, and facilitating disbursement. Staying knowledgeable about the competitive landscape within the financial services industry is vital to your success in this role. You will also need to maintain proficiency in operating all internal PenFed systems and platforms to support member needs effectively. This position may require you to provide support to other branches, including working weekends or extended hours as necessary.

Responsibilities

  • Deliver results by meeting or exceeding goals in a member-centric, results driven environment.
  • Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service.
  • Demonstrate member service skills and the ability to resolve problems independently; utilizing critical thinking, and problem-solving skills or escalate as needed to promote member satisfaction.
  • Utilize industry leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt.
  • Establish solid relationships with teammates, business partners and internal network by fostering teamwork and collaboration.
  • Display passion, commitment, and a drive to deliver an experience that improves our members' financial lives by explaining and cross selling all PenFed loan and share products as appropriate.
  • Demonstrate initiative and a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
  • Assist members' thorough loan process to include inputting loan applications, reviewing terms and conditions, and disbursement.
  • Remain knowledgeable of the competitive landscape within the financial services industry.
  • Strong organizational skills including the ability to manage multiple responsibilities and prioritize.
  • Provide assistance performing cash transactions when necessary to meet member needs and deliver best in class member experience.
  • Provide support to other branches to include working weekends and/or extended hours as required to operate the business.
  • Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business.
  • Support additional PenFed initiatives to support needs of members, and business.
  • If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.
  • Provide in-bound call support, where required.

Requirements

  • Equivalent combination of education and experience is considered.
  • Associate Degree in a related field such as business management, business administration, or finance.
  • Minimum of two (2) years of demonstrated successful sales experience is required.
  • Minimum of at least six (6) months of cash handling experience.
  • Experience in financial services and knowledge of financial services industry, products and solutions.
  • Valid Notary Public, preferred.
  • Bilingual, preferred.
  • Previous phone based customer service experience, preferred.

Nice-to-haves

  • Bilingual skills are preferred to enhance member interactions.
  • Experience as a Notary Public is preferred.

Benefits

  • Comprehensive medical, vision, dental, disability, and life insurance options.
  • 401(k) plan with employer match and immediate vesting.
  • Wellness programs and fitness centers at larger locations.
  • Twenty-five days of leave accumulated in the first year, including personal days and sick leave.
  • Eight designated holidays: New Year's Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, and Christmas Day.
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