Bilingual Personal Banker – Growth & Benefits

Advia Credit Union; Beloit (WI); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off and holidays

Tuition reimbursement

Telemedicine

Employee Assistance Program (EAP)

Wellness initiatives

Volunteer hours

Job summary

Advia Credit Union is seeking a Personal Banker in Beloit, WI. The role involves proactively identifying financial solutions for members, advising on deposits, loans, and digital services, and delivering outstanding service in line with Advia’s core values.

You will engage members in person and by phone, cross-sell products, and contribute to building lasting relationships while supporting well-being through competitive benefits and incentives.

Qualifications

• Experience working with individual and team goals.
• Strong interpersonal skills and tact.
• Interact with members in person and by phone, delivering clear guidance.

Responsibilities

• Interview existing and potential members in person and by phone, explaining services, products, and policies.
• Counsel members regarding money management and lending options.
• Perform lending functions and offer HELOC and business lending solutions.
• Build and maintain a book of business and proactive pipeline to improve member financial well-being.
• Perform new account functions and explain ownership options and documentation.
• Cross-sell electronic services and assist with enrollment and e-statements.
• Maintain the credit union’s quality and professional reputation and stay updated on trends.

Skills

Customer service

Cross-selling

Interpersonal skills

Communication

Tools

CRM software

Job description

Advia Credit Union is seeking a Personal Banker in Beloit, WI. The role involves proactively identifying financial solutions for members, advising on deposits, loans, and digital services, and delivering outstanding service in line with Advia’s core values.

You will engage members in person and by phone, cross-sell products, and contribute to building lasting relationships while supporting well-being through competitive benefits and incentives.