A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
Financial Services Support Monterey Credit Union - 2.8 Morgan Hill, CA Job Details Full-time $23.38 - $32.93 an hour 22 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Life insurance Referral program Retirement plan Qualifications Financial services customer support Interpersonal skills Basic math Promoting bank products Problem-solving Full Job Description
POSITION SUMMARY
This description provides general information and principal duties of the position and may be revised as needed. It shall not be construed as a detailed description of all work requirements of the job, nor as an implied contract of employment. Following MCU established policies and procedures, provide fast, accurate service to members in a friendly and professional manner. Perform basic financial services transactions, open new member accounts, resolve member issues. Demonstrate knowledge of and cross-sell MCU products and services, as appropriate to the member's needs. Fill in for any Teller position as needed. Provide assistance as required by Financial Service Officers. All Credit Union positions are subject to audio and/or video surveillance. All computer and voice transmissions are subject to review by management personnel. All employees have access to confidential information - therefore each employee/each position accepts the responsibility to protect that information by following all Credit Union policies and procedures. As with all Credit Union positions, excellent attendance and respect for punctuality are essential to fulfilling the responsibilities and expectations of this position. 1. Effectively sell credit union products and services to meet members' needs. 2. Greet all visitors/members with a smile, introduce yourself and either assist them with their need or direct them to the appropriate person. Call them by name whenever possible. 3. Monitor and pace member flow to minimize wait and ensure a high level of service. 4. Provide friendly and accurate service in a quick and professional manner to ensure service standards are met. 5. Demonstrate knowledge of MCU products, services and automated systems by efficiently answering questions, processing routine transactions accurately, educating members about MCU products and services. (Be able to communicate all product information contained in Product Knowledge Handbook.) 6. Provide assistance as a Teller or to the Teller staff. 7. Provide assistance to Financial Service Officers. 8. Follow security precautions and procedures. 9. Take all on-line and class-room training as provided by MCU to know and understand all rules, regulations, and procedures as stipulated by the federal government's Bank Secrecy Act and the Anti-Laundering Money Act (BSA/ALM) the USA Patriot Act, Privacy Act and Understanding OFAC and pass exams on an annual basis. 10. Comply with all regulations of
BSA/ALM, USA
Patriot Act and OFAC. Monitor and report suspicious activity to the BSA Officer. 11. Other related duties as assigned.
MINIMUM JOB SPECIFICATIONS EDUCATION
: Good reading, writing, math.
EXPERIENCE
: Teller/operations experience in a full service financial institution, preferred
SKILLS & PERSONAL CHARACTERISTICS
Excellent oral communication skills; professional appearance, language and behavior; enthusiasm and positive attitude; personal confidence; ability to cross‑sell; accurate; responsible, mature, dependable; sincere desire to help people; must be a team player.
CONTACTS
Constant member contact in person; regular contact with other staff.
SUPERVISION
Direction, guidance, and coaching from Financial Service Supervisor, and Branch Manager.
MONETARY IMPACT
Errors are usually discovered in succeeding operations and are normally confined to a single group or phase of credit union activities.
Job Type:
Full-time Pay:
$23.38 - $32.93 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Tuition reimbursement Vision insurance
