Member Financial Solutions Advisor

Beacon Credit Union; Danville (VA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Team culture

Competitive pay

Generous PTO

Volunteer PTO

Loan/Bank discounts

401k match

Disability & Life insurance

Learning & growth

Orientation & training

Job summary

Beacon Credit Union in Danville, VA is seeking a Personal Banker to deliver outstanding member service and identify financial needs. You will process consumer loan applications, promote banking products, and support members with transactions and advisory guidance.

The role emphasizes meeting monthly loan and sales goals while upholding Beacon CU policies. Candidates should have lending and sales experience, and a proven commitment to excellent service within a financial institution setting.

Qualifications

• Lending experience required.
• One year working in a financial institution.
• Sales experience.

Responsibilities

• Assist members with consumer loan applications and processing.
• Provide banking services at the teller line when needed.
• Meet monthly sales and loan goals through proactive recommendations.
• Deliver outstanding service aligned with the credit union standards.
• Follow all applicable regulations and policies.

Skills

Lending experience

Sales experience

Customer service

Job description

Beacon Credit Union in Danville, VA is seeking a Personal Banker to deliver outstanding member service and identify financial needs. You will process consumer loan applications, promote banking products, and support members with transactions and advisory guidance.

The role emphasizes meeting monthly loan and sales goals while upholding Beacon CU policies. Candidates should have lending and sales experience, and a proven commitment to excellent service within a financial institution setting.