New hires will receive a $1,000 sign-on bonus!

($500 after 30 days and $500 after 90 days of employment)

General Summary

The Personal Banker (also known as our Financial Services Specialist) is responsible for building strong advisory relationships with members, resolving member issues, consistently delivering world class service, uncovering and understanding our members known and unknown needs and finding solutions to help them achieve those needs; while helping SafeAmerica credit union achieve new member, deposit growth and lending targets.

The ideal candidate will have a strong background in financial sales and service with the ability to create new ideas and execute on action plans to achieve specified sales and service goals. Additionally, the candidate will possess an outgoing personality and have the ability to create or draw on relationships with business leaders and managers within the community to help attract and build new member relationships.

Key Responsibilities and Duties

• Open new memberships and/or cross-sells additional products and services
• Conduct outbound sales activities.
• Responsible for the day-to-day application of organizational policies and procedures
• In conjunction with the Branch Manager, build and execute a business plan to achieve certain unit and revenue growth targets for the credit union.
• Oversee branch operations in the absence of the Manager

Essential Functions, Skills and Abilities

Includes the possession of, but is not limited to:

Required:

• Strong knowledge of banking products and services and knowledge of general banking policies, programs, procedures and financial practices.
• New account opening knowledge and loan application processing
• Proven sales management experience in a customer focused sales and service environment.
• Ability to effectively communicate with other managers with the credit union as well as with senior credit union leaders.

Technical knowledge

• Competence in personal computer skills working in a Windows environment, with particular knowledge of word processing and spreadsheet applications: ability to quickly learn specialized software applications. Ability to calculate figures and amounts such as discounts, interest, commissions and percentages.
• Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.

Physical abilities

Include but are not limited to:

• The ability to compare and continuously be alert, use judgment, and be patient; and the continuous need to use auditory perception, memory and reasoning ability.
• While performing the essential duties of this job, the employee is regularly required to talk or hear.
• The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.

Why Work With Us?