Financial Wellness Advisor & Lending Pro

OC Federal Credit Union; Kentucky; On-site; USD 36,000 - 52,000; Full time

Job summary

OC Federal Credit Union is seeking a Personal Banker who serves as the financial liaison for members, helping improve financial wellness and tailor products to needs. You will open accounts, discuss credit union services, and develop a personalized financial strategy.

The role requires 1+ year cash handling, 2+ years sales/customer service, active listening and strong problem solving; an NMLS license is required or must be obtained within 20 days.

Qualifications

• College degree preferred.
• Minimum of 1 year cash handling experience.
• 2 years of sales and customer service experience required.
• Active listening and superb customer service skills.
• Positive energy and enthusiastic disposition required.
• NMLS license required at time of hire or achieved within 20 days of employment.
• Successful problem solver to resolve member’s inquiries.

Responsibilities

• Craft a personalized financial strategy with members to help reach financial goals.
• Assist members with opening new accounts and explain credit union products and services.
• Source lending opportunities and maintain a full loan pipeline to meet lending and referral goals.
• Participate in community events to grow membership and educate members on products and services.
• Frequently make outbound calls to members to promote credit union offerings.
• Operate a Teller window and process member transactions as needed.
• Assist Call Center with member inquiries as required.
• Adhere to regulatory and legal compliance within the branch.
• Present a professional appearance as the face of the Credit Union.
• Other duties as assigned.

Skills

Cash handling

Sales

Customer service

Active listening

Education

College degree preferred

Job description

OC Federal Credit Union is seeking a Personal Banker who serves as the financial liaison for members, helping improve financial wellness and tailor products to needs. You will open accounts, discuss credit union services, and develop a personalized financial strategy.

The role requires 1+ year cash handling, 2+ years sales/customer service, active listening and strong problem solving; an NMLS license is required or must be obtained within 20 days.