What are the responsibilities and job description for the Personal Banker - University position at Truliant Federal Credit Union?
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates : Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
The Personal Banker primary responsibilities include providing every member-owner with an exceptional service experience, for understanding member-owners' financial needs, and for meeting those needs with Truliant product and services. The employee must engage in conversations with member-owners in order to identify, understand, and meet financial needs. Financial needs include consumer and business deposit products, consumer and business lending products, investment products, and other services. The Personal Banker performs problem resolution and may also process transactions when necessary.
Essential Functions and Responsibilities
- Accurately and efficiently processes transactions for members to help them manage their finances. Resolves discrepancies within allotted time as required.
- Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including problem resolution.
- Engages members in conversation to learn about their most important financial needs and goals.
- Executes the Branch's plan to ensure achievement of goals and objectives. Including but not limited to member service scores, loan production, deposit production, new member growth and partner lines of business referrals.
- Educates members on the various products and services available to meet their financial goals and offer to assist them with establishing those identified products and services.
- Proactively assists members by finding ways to make financial services more convenient for them. This includes educating members on the various technological tools available to them to improve their banking experience.
- Utilizes member relationship tools to record and enhance interactions.
- Provides information and processes loan requests on all loan products to member-owners, including mortgages, business service loans, service agreements and insurance while reviewing credit needs for further loan opportunities to benefit the member.
- Understands IRA process and products offered. Opens and provides maintenance for all IRA accounts.
- Adheres to Truliant's policies and supports company decisions and goals in a positive, professional, manner. Follows all security and fraud prevention requirements in order to protect the Credit Union and members.
- Adapts, as needed, to meet the ever-changing needs of our members and the communities we serve.
- Maintains integrity and confidentiality when handling member's accounts.
- Researches and resolve member account / service issues.
- Represents Truliant with a high level of integrity and professionalism. Exhibits a professional, business-like appearance, and demeanor.
- Researches and resolves account issues, elevating to problem resolution team as necessary.
Other Duties and Responsibilities
Knowledge, Skills, and Abilities
Physical Requirements
Education and Experience
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits :
