What are the responsibilities and job description for the PERSONAL BANKER - TRANS AIR BRANCH, ST. LOUIS MO position at CommunityAmerica Credit Union?
Summary :
CommunityAmerica Credit Union is the largest credit union in Missouri and has a 30-year history serving the St. Louis County community - and we're just getting started. With an enduring 80 years history of strength and stability and an unwavering dedication to the financial well-being of the people and businesses within the community were more than just another St. Louis financial institution. Were expanding in St. Louis to provide more convenient locations and innovative tools to set up our members for success. Join our growing team!
The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach. Key responsibilities include sale of products and services to members including opening new accounts and fundamental lending and auto lending processes while delivering a personalized and high-quality member service experience. They are knowledgeable in all products and services offered by the credit union. They follow policies and procedures to actively prevent fraud, adhere to compliance standards and ensure accurate information is captured in applicable systems during all member interactions.
Duties & Responsibilities :
Duties and Responsibilities
- Build relationships with both current and prospective members through a consultative sales approach recommending the right credit union products and services to meet the members financial goals. Provides an engaging onboarding experience.
- Processes financial transactions, including deposits, withdrawals, loan payments, transfers, and cashiers checks. Prove cash at the end of the day.
- Open deposit and loan products capturing needed information in application systems to track member data.
- Provide information and referrals to members seeking other services, including but not limited to wealth management, mortgage, insurance and other departments.
- Greet members enthusiastically and constantly look for ways to surprise and delight them.
- Assisting members in using and adopting technology including online and mobile banking platforms.
- Listen to members seeking to understand needs through consultation, problem solving complex issues to resolution by focusing on a can-do approach.
- Understands and can identify potential member fraud situations and follow reporting processes as needed.
- Meets or exceeds individual sales and production goals on a consistent basis.
- Ensures compliance with all applicable laws, policies, and regulations.
- Promotes honest and open communication throughout the credit union.
- Other duties as assigned.
Requirements :
Education and Experience Requirements :
Required Knowledge, Skills and Abilities :
