In fact, we believe in sharing success with our members, employees, and the community we serve. Interested in finding out more? Of course you are! Assist members to meet financial needs by recommending credit union products and solutions through various electronic and digital channels, such as phone, email, and chat.
Conduct assessments with clients to determine financial needs and make appropriate recommendations. Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems by researching and identifying positive solutions.
Verify information for identification and fraud prevention on items presented for deposit or withdrawal. It is a requirement of this position that individuals be registered though the National Mortgage Lending System and Registry Nmls. This can happen post-hire if you are not already registered. We are considered leaders in the local credit union space, and we are growing like crazy.
Come find out why! Learn more at [website]. We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please note this position profile is not designed to cover or include a comprehensive listing of activities, duties or responsibilities that are.
Duties, responsibilities and activities may change at any time with or without notice. This role also requires a high level of dedication to providing excellent customer service both over the phone and through various digital channels. Personal Bankers work at bank offices to complete high-level tasks related to bank accounts. They talk to people who want to open an account, take out a loan, start a new card or update personal details and permissions on their bank account.
Personal Bankers are also responsible for helping current banking clients answer questions about their finances, investigating potential cases of fraud and convincing clients to sign up for additional banking services. They record interactions with clients and use financial management systems to make corrections to account balances, enter data and initiate applications for loans and lines of credit.
Salary may depend on level of experience, education and the geographical location. At a minimum, candidates need a high school diploma or GED. This education prepares them for a career in banking or financial services.
Training is usually provided on the job, where Personal Bankers learn about the specific products and services the bank or credit union offers. Profit Sharing. Total Pay. Find out what you should be paid Use our tool to get a personalized report on your market worth.
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Subscribe to our newsletter. Entry Level. Early Career. Mid Career. Late Career. What Do Personal Bankers Do? Enter your job title:. Job Satisfaction for Personal Banker 3. Based on responses, the job of Personal Banker has received a job satisfaction rating of 3.
On average, Personal Bankers are highly satisfied with their job. Career Advice By Topic. Career Advice. Salary Research Uncover detailed salary data for specific jobs, employers, schools, and more.
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Job Details. Job Listings. How should I pay? Price a Job. What am I worth? Find market worth. Base Salary. Total Pay. Find out what you should be paid Use our tool to get a personalized report on your market worth. What's this? United States change. SafeAmerica Credit Union.
Elevations Credit Union. Was this information useful? Highest paying cities for Personal Bankers in United States 1. Where can a Personal Banker earn more? Compare salaries for Personal Bankers in different locations. Search Location. Compare Explore Personal Banker openings. Most common benefits for Personal Bankers Gym membership.
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