Financial Concierge & Personal Banker

APG Federal Credit Union

Edgewood (MD)

Hybrid

USD 41,000 - 65,000

Full time

14 days+

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Job summary

APGFCU is seeking a Branch Personal Banker/Financial Concierge to serve as the branch face delivering exceptional service and financial education in a technology-enabled environment. This hybrid role emphasizes relationship-building, needs-based conversations, and guiding members to deposit, loan, and digital products.

You will support ITMs and digital tools, open accounts, and drive member loyalty while adhering to risk controls and branch governance.

Qualifications

  • High School Diploma or equivalent with additional specialized training equivalent to two years college.
  • One-year consultative sales experience required with a proven record of building member loyalty.
  • Strong knowledge of financial products and services; ability to teach others how to use digital tools.

Responsibilities

  • Greet and serve members, delivering personalized financial education.
  • Assist with transactions and ITM guidance to ensure a smooth member experience.
  • Open new consumer and business accounts and maintain deposits and loans.
  • Educate members on credit union products and digital channels to build loyalty.
  • Follow branch policies to manage risk and ensure secure operations.
  • Support business development through outreach to local businesses and community events.

Skills

Strong communication skills
Problem solving
Interpersonal skills
Technology literacy

Education

High school diploma or equivalent with two years college-level training

Tools

ITMs
Tablets
Digital banking apps

Job description

APGFCU is seeking a Branch Personal Banker/Financial Concierge to serve as the branch face delivering exceptional service and financial education in a technology-enabled environment. This hybrid role emphasizes relationship-building, needs-based conversations, and guiding members to deposit, loan, and digital products.

You will support ITMs and digital tools, open accounts, and drive member loyalty while adhering to risk controls and branch governance.

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