Member-Focused Retail Banking Advisor

PenFed Credit Union; Harker Heights (TX); On-site; USD 28,000 - 32,000; Full time

Job summary

PenFed Credit Union is hiring a Retail Banker to work onsite at our Harker Heights, Texas Financial Center. The role focuses on extending member relationships by offering financial solutions and services, and handling cash transactions to meet member needs.

This position requires strong customer service and sales experience, plus familiarity with PenFed systems. Equivalently, education and experience will be considered.

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).
• Previous phone based customer service experience, preferred.
• Bilingual-Spanish preferred.
• Experienceusing A.I. tools preferred.

Responsibilities

• Deliver results by meeting or exceeding goals in a member-centric, results driven environment.
• Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service.
• Demonstrate member service skills and the ability to resolve problems independently; utilizing critical thinking, and problem-solving skills or escape as needed to promote member satisfaction.
• Utilize industry leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt.
• Establish solid relationships with teammates, business partners and internal network by fostering teamwork and collaboration.
• Display passion, commitment, and a drive to deliver an experience that improves our members’ financial lives by explaining and cross selling all PenFed loan and share products as appropriate.
• Demonstrate initiative and a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
• Assist members’ thorough loan process to include inputting loan applications, reviewing terms and conditions, and disbursement.
• Remain knowledgeable of the competitive landscape within the financial services industry.
• Strong organizational skills including the ability to manage multiple responsibilities and prioritize.
• Provide assistance performing cash transactions when necessary to meet member needs and deliver best in class member experience.
• Provide support to other branches to include working weekends and/or extended hours as required to operate the business.
• Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business.
• Support additional PenFed initiatives to support needs of members, and business.
• If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.
• Provide in-bound call support, where required.

Skills

Customer service

Sales experience

Cash handling

Bilingual Spanish

AI tools experience

Notary Public

Education

Associate Degree in related field (business management, business administration, or finance)

Tools

SalesForce

PenTeller

Knowledge

Hogan

Job description

PenFed Credit Union is hiring a Retail Banker to work onsite at our Harker Heights, Texas Financial Center. The role focuses on extending member relationships by offering financial solutions and services, and handling cash transactions to meet member needs.

This position requires strong customer service and sales experience, plus familiarity with PenFed systems. Equivalently, education and experience will be considered.