Online Branch Personal Banker

Blaze Credit Union; Minneapolis (MN); On-site; USD 53,000 - 68,000; Full time

Benefits offered by this job

Competitive wages

Mentorship & career path

Tuition reimbursement

401K plan

Paid time off

Job summary

Blaze Credit Union in Minneapolis, MN is seeking an Online Branch Personal Banker to deliver exceptional member service, open and maintain accounts, provide financial guidance, and support lending and referrals. You will actively engage members through inbound and outbound interactions.

Success is measured by member satisfaction, Net Promoter Score (NPS), retention, relationship growth, and achievement of sales and service goals.

Qualifications

• Minimum High School degree or equivalent.
• Minimum 1–2 years of similar or related experience.
• Knowledge of Microsoft Office.
• Ability to sell by identifying member needs and explaining features/benefits.

Responsibilities

• Open and process changes for savings, checking, and certificate accounts.
• Ensure all legal and regulatory requirements are met when assisting members.
• Establish new memberships and maintain existing member relationships.
• Assist members via digital channels (web chat, email, secure messaging).
• Respond to member inquiries and resolve service issues promptly and professionally.
• Demonstrate and support digital banking services and self-service tools.
• Identify member needs and recommend appropriate financial products and services.
• Create a member-centric experience through personalized service and financial solutions.
• Conduct outbound calls and other outreach activities to members who may benefit from additional products and services.
• Serve as a primary point of contact for members throughout the loan process, as applicable.
• Review member financial information and credit reports when appropriate to identify additional opportunities that improve member financial well-being.
• Meet or exceed established sales, referral, service, and NPS performance goals.
• Maintain strong knowledge of Blaze products, services, promotions, and marketing materials.

Skills

Customer service

Cash handling

Sales skills

Communication

Education

High School diploma or GED

Tools

Microsoft Office

Job description

Description

Role: The Online Branch Personal Banker delivers exceptional member service while strengthening member relationships through Blaze products and services. This position opens and maintains accounts, provides financial guidance, supports lending and referral activities, and proactively engages members through inbound and outbound interactions. Success in this role is measured through member satisfaction, Net Promoter Score (NPS), retention, relationship growth, and achievement of sales and service goals.

Job Type: Full-time, on-site at our Minneapolis office in Minneapolis, Minnesota

Major Duties and Responsibilities

• Open and process changes for savings, checking, and certificate accounts.
• Ensure all legal and regulatory requirements are met when assisting members.
• Establish new memberships and maintain existing member relationships.
• Assist members via digital channels (web chat, email, secure messaging).
• Respond to member inquiries and resolve service issues promptly and professionally.
• Demonstrate and support digital banking services and self-service tools.
• Identify member needs and recommend appropriate financial products and services.
• Create a member-centric experience through personalized service and financial solutions.
• Conduct outbound calls and other outreach activities to members who may benefit from additional products and services.
• Serve as a primary point of contact for members throughout the loan process, as applicable.
• Review member financial information and credit reports when appropriate to identify additional opportunities that improve member financial well-being.
• Meet or exceed established sales, referral, service, and NPS performance goals.
• Maintain strong knowledge of Blaze products, services, promotions, and marketing materials.

Other Duties

• Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
• Exhibit Blaze’s Core Values: Better Lives, Thoughtfully Compassionate, Minnesota’s Best, and Give Back
• Regular and predictable attendance

Perform other duties as assigned to support effective department operation

Requirements

Experience/Education/Certifications/Licenses

• Minimum High School degree or equivalent
• Minimum 1 – 2 years of similar or related experience

Demonstrated Knowledge

• Knowledge of Microsoft Office
• Skill of selling, including the ability to identify member's needs to explain features and benefits of Blaze services and to close sales opportunities; able to advise and refer
• Well organized, efficient, detail-oriented and able to work independently or on a team

Communication Skills

Ability to proactively respond to members/staff to problem solve based on guidelines; written communications are based on templates but can be modified

Physical Requirements

Ability to sit and stand; answer calls; operate computer; interact with internal staff and public on the phone; travel to designated offices; lift up to 20 lbs.

Weekly schedule includes Saturday hours.

Who Are You:

• You are enthusiastic and passionate about helping others
• You enjoy learning and want a career...not just a paycheck
• You understand financial products and services or are interested in learning about them
• You are comfortable having conversations and making recommendations
• You seek new ways to serve others in your community
• You work well with others, even when things don’t go as planned
• You embrace change and a fast pace
• You are organized and can multi-task
• You have a minimum High School degree or GED (required)
• You have a minimum of one year customer service experience
• You have a minimum of one year cash handling experience
• Previous financial service experience a plus

What’s in it for You:

• Competitive WAGES
• Opportunity to GROW by receiving constructive guidance and mentorship
• Development opportunities through CAREER pathway in branches
• Participation in GIVE BACK to our communities through volunteering, community events, and companywide campaigns
• Great BENEFITS include affordable healthcare ($20 per check), up to 6% 401K contribution, tuition reimbursement and generous PTO

Diversity creates a healthier atmosphere, and we encourage diverse applicant depth and breadth. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

We are committed to providing salary ranges for all open positions. Please note that the specific compensation for this role will be determined based on your experience, qualifications, location, and internal equity considerations. The salary range for this position is: $25.20 -$29.50/hour. This range reflects the base salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as $20 a paycheck), dental insurance, vision insurance, quarterly bonuses, generous vacation and sick time hours, paid leave options, up to 6% 401k contribution, and tuition reimbursement.