What are the responsibilities and job description for the Personal Banker -Lee's Summit, MO position at CommunityAmerica Credit Union?
Summary
At CommunityAmerica, our mission is simple: to guide our Members and communities on a path to thrive, helping them achieve financial peace of mind and confidently pursue financial freedom. We’re more than a credit union, we’re trusted financial partners, committed to personalized guidance, community impact, and member-centric innovation.
Joining CommunityAmerica means becoming part of an award-winning, purpose-driven culture built on collaboration, growth, and service excellence. We invest in our employees’ growth and success, just as we do for our Members.
Duties & Responsibilities
Strategic Impact & Member Experience
As a Personal Banker, you will be a trusted partner to our Members, guiding their financial journey, strengthening relationships, and helping them grow through:
- Member-Centered Service – Deliver personalized solutions with a proactive, can-do attitude, meeting Members wherever they are on their financial journey.
- Relationship-Driven Service Deliver- Guide Members through account openings, lending options, and personalized financial solutions using consultative techniques. Build lasting relationships through thoughtful follow-up and goal-aligned strategies that support long-term financial success.
Requirements
What You’ll Bring
- High school diploma or equivalent required; bachelor’s degree preferred
- Minimum of 2 years of consultative sales experience (financial or retail preferred)
- Proven success in meeting sales/service goals and cross-selling products
- Cash-handling accuracy and attention to detail
- Strong communication, critical thinking, and problem-solving skills
- Comfort with technology and commitment to confidentiality
- Knowledge of financial products and basic math proficiency
- Ability to work independently and thrive in a team-oriented, fast-paced environment
Why CommunityAmerica?
- Competitive PayEnjoy a strong base salary plus performance-based incentives through our Performance Sharing Plan.
- Comprehensive BenefitsAccess health, dental, vision, and retirement plans—with a focus on your physical and mental well-being.
- Award-Winning CultureJoin a team that takes pride in its mission and thrives in a meaningful, values-driven environment.
- Connection & CollaborationBe part of a community that fosters caring relationships, teamwork, and mutual support.
- Growth & DevelopmentBenefit from clear career pathways and ongoing learning opportunities to help you grow professionally.
Ready to Make a Difference?
If you’re passionate about delivering exceptional service and thrive in a dynamic, fast-paced environment, we’d love to meet you. Apply today and become part of a team that values integrity, growth, and community.