Demo

Personal Banker

Beacon Credit Union
Roanoke, VA Full Time
POSTED ON 2/25/2025
AVAILABLE BEFORE 5/26/2025

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?

  • 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

Major Duties and Responsibilities

  • 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

    Experience

  • Two years Lending Experience Required
  • Two years working in a Financial Institution
  • Sales Experience
  • Customer service experience preferred
  • Education / Certifications / Licenses

  • High school diploma or GED required. Some college classes preferred.
  • Valid driver's license
  • Interpersonal Skills

  • Great communication skills. Math skills a must. Team player.
  • Other Skills

  • Able and willing to learn and master Beacon CU's product / service offering modules. Great sales and service skills. Accurate money handling skills.
  • Beacon Credit Union is an EEO employer - M / F / Vets / Disabled

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Personal Banker?

    Sign up to receive alerts about other jobs on the Personal Banker career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $74,518 - $109,554
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $220,587 - $322,370
    Income Estimation: 
    $182,497 - $259,882
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    Income Estimation: 
    $55,807 - $75,355
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $74,518 - $109,554

    Sign up to receive alerts about other jobs with skills like those required for the Personal Banker.

    Click the checkbox next to the jobs that you are interested in.

    • Banking Products Skill

      • Income Estimation: $74,629 - $118,064
      • Income Estimation: $80,252 - $127,153
    • Cross-Selling Skill

      • Income Estimation: $87,467 - $128,765
      • Income Estimation: $92,308 - $132,544
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Beacon Credit Union

    Beacon Credit Union
    Hired Organization Address Roanoke, VA Full Time
    Be a pivotal part of Beacon Credit Union's exciting expansion! We're looking for an enthusiastic and visionary Branch Ma...
    Beacon Credit Union
    Hired Organization Address Buena Vista, VA Full Time
    Job Summary The Teller position at Beacon Credit Union involves assisting members with their financial needs, processing...
    Beacon Credit Union
    Hired Organization Address Buena Vista, VA Full Time
    Company Overview Beacon Credit Union is dedicated to its members' financial success. Our mission statement, "Dedicated t...
    Beacon Credit Union
    Hired Organization Address Buena Vista, VA Full Time
    About the Job The Teller position at Beacon Credit Union is an exciting opportunity for individuals who are passionate a...

    Not the job you're looking for? Here are some other Personal Banker jobs in the Roanoke, VA area that may be a better fit.

    Personal Banker I

    First Community Bank, Max Meadows, VA

    Personal Banker Tanglewood

    Wells Fargo, ROANOKE, VA

    AI Assistant is available now!

    Feel free to start your new journey!