Member-Driven Retail Banker - Build Finances (Hawaii)

PenFed Credit Union; Honolulu (HI); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

401(k) match

Life insurance

Disability coverage

Education assistance

Paid parental leave

Fitness center access

Job summary

PenFed Credit Union is hiring a Retail Banker to work on-site at our Fort Shafter, Hawaii Financial Center. The role focuses on extending member relationships by offering financial solutions and services to meet member needs, with training to handle cash transactions and accurate processing of transactions.

The position emphasizes customer service, cash handling, and cross-selling PenFed products, with opportunities to participate in notary services and lender workflows.

Qualifications

• Associate Degree in a related field such as business management, business administration, or finance.
• Minimum of two (2) years of superior customer service required.
• Minimum of two (2) years of demonstrated successful sales experience is strongly preferred.
• Minimum of at least six (6) months of cash handling experience.
• Experience in financial services and knowledge of financial services industry, products and solutions.
• Valid Notary Public, preferred (not applicable for Puerto Rico locations).
• Bilingual-Spanish preferred.
• Experience using AI tools preferred.

Responsibilities

• Deliver results by meeting or exceeding goals in a member-centric, results driven environment.
• Display strong interpersonal skills and engage members to provide personalized service.
• Resolve problems independently with critical thinking or escalate to promote member satisfaction.
• Cross-sell PenFed loan and share products as appropriate to improve members' financial lives.
• Maintain proficiency in PenFed systems (SalesForce, PenTeller, Knowledge, Hogan, etc.).
• Assist members with loan applications, terms review, and disbursement.
• Support notary services if applicable while complying with state laws/regulations.
• Provide inbound call support when required.

Skills

Customer service

Sales experience

Cash handling

Notary Public (preferred)

Bilingual Spanish (preferred)

AI tools experience (preferred)

Education

Associate Degree in business management/administration/finance

Tools

SalesForce

PenTeller

Knowledge

Job description

PenFed Credit Union is hiring a Retail Banker to work on-site at our Fort Shafter, Hawaii Financial Center. The role focuses on extending member relationships by offering financial solutions and services to meet member needs, with training to handle cash transactions and accurate processing of transactions.

The position emphasizes customer service, cash handling, and cross-selling PenFed products, with opportunities to participate in notary services and lender workflows.