What are the responsibilities and job description for the Personal Banker position at Star One Credit Union?
Excellent Pay and Benefits
Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. We offer amazing benefits that help keep our employees healthy and shining bright.
- 401(k) Plan, Match, and Profit Sharing
- Annual Wellness Benefit
- Education Assistance
- Employee Loan Discounts
- Medical, Dental, and Vision (Effective date of hire)
- Paid Holidays
- Paid Time Off Program
- Staff Incentive Variable Pay (Bonus)
Job Title: Personal Banker
Hours:
Monday-Thursday 8:45 am - 5:30 pm, Friday 8:45 am - 6:30 pm, and rotating Saturdays 8:30 am - 2:45 pm (with a day off during the week)
Salary Range:
$51,200 - $70,300
Job Scope/Duties
- Provide consultative member support during the new account and consumer loan application process.
- Reviews and analyzes loan applications and supporting documentation.
- Advises members of policies, rates and terms.
- Books consumer loans, disburses funds and explains loan documents and approved loan terms.
- Completes member requests for loan modifications.
- Provides account and loan servicing support as needed.
- Stays informed of all products, services and operational procedures.
- Supports community and business development efforts.
- Processes all transaction requests and provides assistance to other branches and departments as needed.
Experience/Minimum Education Requirements
- Two to four years of current and progressive experience within a financial institution, preferably in a personal banking role.
- Sales and service experience in a branch environment is preferred.
- Bachelor's degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience.
- Notary designation required. Mortgage Loan Originator (MLO) registration is required upon employment.
Knowledge/Skills/Abilities
- Requires strong written and verbal communications skills.
- Ability to learn and retain banking regulatory information and requirements.
- Must be proficient with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.
- Fosters and maintains a strong service culture by providing excellent internal and external service.
- Ability to work in a fast-paced environment while handling multiple tasks and competing priorities.
- Must be a strong team player with the ability to work in a diverse group or as an individual contributor.
Salary : $51,200 - $70,300
