Personal Banker - job 1 of 2

FSR is a leading provider of premier talent for credit unions (Direct -Hire) specifically recruiting for the credit union industry.  Our experienced placement professionals have an unparalleled understanding of our client’s business culture and candidate expectations. We expertly match our candidates talent to our clients need for any all staff levels within the credit union organization, from teller to CEO we can make it happen for you.

If you want to work for a progressive and diverse credit union focused on offering excellent customer service, we have an immediate opportunity for a Universal Banker (PB) at our Celina location.   

We are seeking an individual who is motivated to grow with our organization.

You will be responsible for:

• Answering Incoming Calls: Responding to calls from credit union members, taking orders, addressing inquiries and questions, handling complaints, troubleshooting problems, and providing information. This is often part of customer service responsibilities.
• Cross-Selling Credit Union Products: Promoting and selling various credit union products and services, with a focus on lending products such as loans and credit cards, to meet sales targets and enhance member relationships.
• Paying and Receiving Functions/Teller: Processing various financial transactions including deposits, withdrawals, loan payments, issuing cashier's checks, money orders, and cash advances. Ensuring accuracy and adherence to financial regulations.
• Balancing Transactions: At the end of each workday, reconciling and verifying cash totals and transactions to ensure accuracy and compliance with internal controls.
• Side-Jobs and Assisting Other Tellers: Performing specific tasks assigned by management and assisting fellow tellers with their duties as needed to maintain a smooth workflow.
• Account Services: Opening and closing various types of accounts, such as individual retirement accounts (IRAs), checking accounts, savings accounts, and term share accounts. Resolving member account-related issues and inquiries.
• Loan Application Processing: Receiving, reviewing, and submitting applications for consumer loans and debit/credit cards. Meeting with loan applicants to gather necessary information and documentation for credit decisions.
• Credit Decision Making: Ensuring the accuracy and completeness of information required for making credit decisions based on established criteria within the credit union's loan origination system.
• Member Education: Providing information and guidance to credit union members about the services offered and assisting them in understanding their account options and financial products.
• Customer Satisfaction: Ensuring that members and prospective members are promptly and professionally served and addressing their questions and concerns to enhance their overall experience with the credit union.

Required Qualifications:

• High school diploma or equivalent.
• Six months to two years of related experience in a financial institution preferred; retail experience considered, especially with a strong focus on sales and customer service.

Preferred Qualifications:

• Familiarity with teller operations, policies, and procedures.
• Basic knowledge of credit union structure and daily operations.
• General understanding of financial products and services offered by credit unions.
• Working knowledge of consumer lending practices, policies, and procedures.
• Awareness of regulatory and compliance requirements related to lending, including proper loan documentation.
• Experience supporting or processing credit union loan services is a plus.

Compensation & Benefits:  $21-23/hr + AGGRESSIVE monthly sales incentives

•  Affordable benefits
•  Up to 6% 401(k) matching
•  Eleven paid holidays
•  120 PTO hours*
•  Employee LOC with a 0% interest rate
•  Free telemedicine
•  Relaxed casual dress code
•  Flexible spending account