Personal Banker

Advia Credit Union; Clinton Township (SD); On-site; USD 28,213 - 33,847; Full time

Benefits offered by this job

Health & Wellness

Financial Peace of Mind

Time Off

Professional Growth

Additional Perks

Job summary

Advia Credit Union is seeking a full-time, on-site Personal Banker who proactively identifies financial solutions for members, helping them save money and save time while delivering outstanding service in line with our core values. You will engage members in person and by phone to offer lending and deposit solutions, maintain strong relationships, and contribute to member financial well‑being.

A bilingual premium applies; benefits include health, retirement, PTO, and tuition reimbursement after

Qualifications

• Experience working in a goal-driven environment with team goals preferred.
• Strong interpersonal skills; courtesy and tact are essential.
• Ability to work with members in person and by phone.

Responsibilities

• Interview existing and potential members in person and by phone, explain services and policies, and identify needs to cross-sell.
• Provide counseling on money management and financial matters, including loan denials and decisions.
• Perform lending functions and offer HELOC and business lending solutions.
• Build and maintain a book of business and manage a pipeline for members’ financial well-being.
• Handle new account functions and document ownership options.
• Cross-sell electronic services and assist with e-statement enrollment.
• Stay informed regarding policy updates and banking trends.

Skills

Interpersonal skills

Customer service

Communication

Job description

Job Overview

Full‑time, on‑site role. Entry salary range $20.48–$24.57 per hour with incentive opportunity based on individual performance.

Benefits Package

We’re committed to supporting your well‑being and work‑life balance through a robust benefits offering.

• Health & Wellness: Medical, dental, and vision insurance.
• Financial Peace of Mind: 401(k) with company match, life insurance, and disability coverage.
• Time Off: Generous paid time off (PTO), paid holidays, and paid parental leave (available after one year of service).
• Professional Growth: Learning and development programs, and tuition reimbursement (available after one year of service).
• Additional Perks: Free Telemedicine, Employee Assistance Program (EAP), wellness initiatives, paid community action volunteer hours.

Compensation

Personal Bankers can earn more than base pay through a weekly incentive program.

Bilingual Premium

Advia offers a bilingual premium for this role, acknowledging and compensating bilingual employees who regularly use their language skills. Proficiency testing is required, with a specific need for Spanish language proficiency.

Role Description

The most essential function of this position is to proactively identify financial solutions for our members by interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience, and give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core.

Key Responsibilities

• Interview existing and potential members in person and by phone, explain specific services, products, and policies, and identify members’ needs to cross‑sell credit union services and products actively.
• Provide counseling on money management and financial matters, including communicating loan denials, explaining decisions, and offering future consideration guidance.
• Perform timely and accurate lending functions and offer lending solutions of all varieties, including HELOC and business lending.
• Build and maintain a book of business to improve present, past, and future member relationships, and proactively manage a pipeline that drives progress for members’ financial well‑being.
• Perform new account functions, explain various account and ownership options, and obtain required information and documentation.
• Cross‑sell electronic services and assist members in setting up electronic services enrollment and understanding the e‑statement process.
• Maintain the credit union’s quality and professional reputation, staying informed regarding policy and procedure updates as well as local and national banking and lending trends.

Qualifications & Skills

• Experience working in an environment with individual and team goals preferred.
• Strong interpersonal skills; courtesy and tact are essential.
• Ability to work with personal contact with members and others inside and outside the organization.

Equal Employment Opportunity

We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer.