What are the responsibilities and job description for the Personal Banker position at Beacon Credit Union?
Join Beacon Credit Union and help us open a new branch! If you're passionate about helping people achieve their financial dreams, we want you on our Roanoke team as a dynamic and friendly Personal Banker. Be part of our history and make a difference in the lives of our members!
Role: Personal Banker
Location: Roanoke, Virginia
The Personal Banker supports Beacon Credit Union's mission, "Dedicated to Our Members' Financial Success," by delivering top-notch service. This involves identifying members' financial needs and recommending appropriate solutions.
The Personal Banker handles and closes consumer loan applications, ensuring all necessary documentation is collected and complies with Beacon CU's policies and procedures. They must understand the five C's of credit, meet and exceed sales goals, and be knowledgeable about Beacon CU's products and services. Applying Mike Neill techniques is essential for success.
Why Join Our Team?
Knowledge and Skills
Role: Personal Banker
Location: Roanoke, Virginia
The Personal Banker supports Beacon Credit Union's mission, "Dedicated to Our Members' Financial Success," by delivering top-notch service. This involves identifying members' financial needs and recommending appropriate solutions.
The Personal Banker handles and closes consumer loan applications, ensuring all necessary documentation is collected and complies with Beacon CU's policies and procedures. They must understand the five C's of credit, meet and exceed sales goals, and be knowledgeable about Beacon CU's products and services. Applying Mike Neill techniques is essential for success.
Why Join Our Team?
- Positive and supportive team culture
- Competitive salary, benefits package, and incentives
- Generous PTO and 11 paid holidays
- Ability to earn additional PTO through volunteer opportunities
- Employee discounts on loans and banking products
- 401(k) employer match and profit-sharing potential
- 100% bank-paid long-term disability, short-term disability, and life insurance
- Learning and growing in a dynamic work environment
- Endless incentive pays
- Close Loans: Wrap up applications quickly, ensure compliance, and hit those sales goals.
- Know Your Stuff: Master Beacon CU products, boost services, and follow our mission.
- Stay Sharp: Review loans, step in as a Teller, and keep service top-notch.
- Follow Rules: Stick to all regulations and deliver stellar member service.
Knowledge and Skills
- Two years Lending Experience Required
- Two years working in a Financial Institution
- Sales Experience
- Customer service experience preferred
- High school diploma or GED required. Some college classes preferred.
- Valid driver’s license
- Great communication skills. Math skills a must. Team player.
- Able and willing to learn and master Beacon CU's product/service offering modules. Great sales and service skills. Accurate money handling skills.