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8 Personal Banker Jobs in Frisco, TX

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InTouch Credit Union
Frisco, TX | Full Time
7 Months Ago
InTouch Credit Union
Frisco, TX | Full Time
$92k-122k (estimate)
6 Days Ago
Texas Republic Bank
Frisco, TX | Full Time
$76k-106k (estimate)
1 Week Ago
First Convenience Bank
Frisco, TX | Full Time
$94k-125k (estimate)
3 Weeks Ago
Wells Fargo
FRISCO, TX | Full Time
$87k-118k (estimate)
1 Month Ago
Wells Fargo
FRISCO, TX | Full Time
$78k-112k (estimate)
2 Months Ago
Wells Fargo
FRISCO, TX | Full Time
$74k-105k (estimate)
2 Weeks Ago
Wells Fargo
FRISCO, TX | Full Time
$74k-105k (estimate)
1 Month Ago
Personal Banker
Full Time | Banking 7 Months Ago
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InTouch Credit Union is Hiring a Personal Banker Near Frisco, TX

Description




Welcome to InTouch Credit Union!
$2,500.00 Sign on Bonus
We’re looking for the following Full -Time Senior Personal Banker who has experience with customer-focused/deadline-driven/high-energy environment, and who can provide courteous, friendly and professional assistance to their team, and our membership.Our ideal candidate will make anywhere between $20.70 - $21.85 for this role.Will follow a Monday-Friday (flexibility between 8:30 a.m. to 5:30 p.m.) and rotating Saturday's between 8:45 a.m. to 1:00 p.m. (with a minimum of two Saturday's per month) schedule.Duties & Responsibilities
The Senior Personal Banker will serve as a liaison between the member and the Credit Union.
  • Greet and welcome members and visitors to the Credit Union in a prompt and professional manner consistent with service excellence best practices including introduction and use of the member’s name.
  • Identify and recommend products and services based on the member’s financial needs upon review of their account or through determining needs based on asking open ended questions.
  • Contact prospective members, businesses, community groups and Select Employer Groups (SEGs) to present information on available products and services.
  • Attend various community organization meetings to develop new business and create awareness of the credit union.
  • Identify cross-sell opportunities to enhance relationship building with member and provide enhanced services to members by maintaining expert level of knowledge of Credit Union features and benefits, products and services.
  • Meet or exceed sales and service goals.
  • Facilitate requests of members and visitors within guidelines established by policies, procedures and regulations; making exceptions only within this position’s level of authority.
  • Adhere to Credit Union policies and procedures, government rules and regulations, and vendor and security guidelines.

All offers for employment with InTouch Credit Union are contingent upon the candidate completing a credit check, pre-employment drug screen and the submission of fingerprints in accordance with state and federal law.


The Credit Union is committed to a policy of equal employment opportunity and does not discriminate in the terms, conditions or privileges of employment based on actual or perceived race, religion, color, creed, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), age, genetic information, national origin, ancestry, citizenship status, physical or mental disability, military service and veteran status, sexual orientation, gender identity or gender expression (including transgender status), marital status, or in any other protected classification or status as defined under applicable federal, state or local laws and ordinances.


Requirements

Education/Certification:
  • High school degree or equivalent; some college level coursework preferred.
  • Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required. (This is a SAFE Act position and registration will be required, upon offer, if an applicant does not currently have a NMLS number.)

Experience:

  • At least one year of experience in Retail Banking sales, Financial Services sales or in a consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening existing customer relationships and delivering results.

Required Knowledge:

  • Working knowledge of Microsoft Office and Windows.
  • Basic knowledge of software applications.
  • Compliance with Federal Bank Secrecy and Money Laundering rules required.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

POST DATE

08/18/2022

EXPIRATION DATE

10/25/2022

WEBSITE

itcu.org

HEADQUARTERS

CARROLLTON, TX

SIZE

100 - 200

FOUNDED

1974

CEO

JASON BURTON

REVENUE

$10M - $50M

INDUSTRY

Banking

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About InTouch Credit Union

InTouch Credit Union has proudly served members since its charter was granted in 1974, originally to serve Electronic Data Systems (EDS) employees in the Dallas area. Today, our not-for-profit community credit union has branches in three states, including our corporate headquarters located in Plano, Texas. ITCU now serves 90,758 members across the U.S. as well as more than 20 countries around the world. Federally insured by the NCUA. Equal Housing Lender. Membership & accounts subject to approval. ITCU Social Media User Guidelines: http://bit.ly/itcusm

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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Provides knowledge of financing, loans, and personal banking.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

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