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Sacramento Credit Union
Grove, CA | Full Time
$79k-102k (estimate)
6 Months Ago
Wells Fargo
Grove, CA | Full Time
$80k-114k (estimate)
1 Month Ago
Personal Banker
$79k-102k (estimate)
Full Time | Banking 6 Months Ago
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Sacramento Credit Union is Hiring a Personal Banker Near Grove, CA

TITLE: FINANCIAL SERVICES OFFICER (PERSONAL BANKER)

STATUS: NON-EXEMPT

DEPARTMENT:  ELK GROVE BRANCH

REPORTS TO: BRANCH MANAGER

PAY SCALE: $23.00 - $29.20 PER HOUR

We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for our Financial Services Officer (Personal Banker) position at our Elk Grove branch. An individual who derives satisfaction and accomplishment from assisting others with their financial needs would be successful in our environment.

At Sacramento Credit Union, we believe in diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Our FSOs work a fixed schedule, which allows you the work/life balance you need. The selected individual will be scheduled to work 37 hours/week as follows:

Monday 8:30 am – 5:30 pm

Tuesday 8:30 am – 5:30 pm

Wednesday Off

Thursday 8:30 am - 5:30 pm

Friday 8:30 am – 5:30 pm or 9:30 am - 6:30 pm (alternating)

Saturday 9:30 am - 2:30 pm

Sunday Off

RESPONSIBILITIES INCLUDE:

  • Assessing members’ financial needs and advising members on the products and services of benefit to them
  • Obtain and evaluate credit reports, calculate debt-to-income ratios on consumer loan applicants, calculate how much of loan applicant’s debt is secured/unsecured.
  • Determine collateral needs and payment plans for consumer loan applicants.
  • Meet credit union consumer lending criteria for loan funding limits.

MINIMUM QUALIFICATIONS:

  • High School Diploma or G.E.D.
  • One year experience in a financial institution in a customer service position.
  • Working knowledge of financial services products and basic lending practices is desired.
  • Demonstrated sales ability in either a financial institution or retail store is highly desirable.
  • Demonstrated computer skills and familiarity with software programs such as Word, Excel, MeridianLink, and others.
  • Demonstrated inter-personal communication and member contact skills.
  • Maintains good attendance record.

Our excellent benefits package includes medical, dental, vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more for full-time employees.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$79k-102k (estimate)

POST DATE

09/14/2022

EXPIRATION DATE

09/16/2023

WEBSITE

sactocu.org

HEADQUARTERS

SACRAMENTO, CA

SIZE

50 - 100

FOUNDED

1935

CEO

BHAVNESH MAKIN

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Sacramento Credit Union

Mission Statement Sacramento Credit Union's mission is to provide prompt, competitive, quality consumer financial services to our members in a friendly, professional, and prudent manner. What is a Credit Union? The credit union concept originated in Germany in 1849 when a group of townspeople pooled their funds to save their village from financial ruin. Edward Filene, known as "the Father of the Credit Union Movement," formed the first credit union in the United States in 1908 in New Hampshire. The idea gained popularity rapidly all across the nation, and in 1934 the Federal Credit Union Act w...as created, enabling credit unions to incorporate under a federal charter. Credit unions are owned and operated by their members, making them very different from other financial institutions. Typically formed by people who have something in common, such as general employment, credit unions serve as a source for saving and borrowing money. Here's how it works -- members deposit their money into various savings and investment accounts. The money in those accounts is then loaned to other members who pay it back with interest. That income pays for the credit union's operating expenses and reserve requirements, and the rest is returned to members in the form of dividends (interest on deposits) and other services. "Not for profit. Not for charity. But for service." The credit union slogan says it all -- credit unions are not in it for the money; they exist for the sole purpose of serving their membership. That means higher dividends on savings and lower interest rates on loans. There is no select group of shareholders, so all of its members profit. More
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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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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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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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