Personal Banker

AdventHealth; Florida; On-site; USD 22,000 - 34,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Life Insurance

Disability Insurance

PTO from Day One

403-B Retirement Plan

Parental Leave

Career Development

Well-being Resources

Mental Health Resources

Pet Benefits

Job summary

AdventHealth in Altamonte Springs, FL is seeking a customer service professional to support members in a fast-paced banking-like environment within our credit union-like setting. You will open new accounts, handle inquiries, and promote products and services with accuracy and courtesy.

Ideal candidates have 2+ years in call center or consumer lending roles, strong attention to detail, and proven sales ability. A high school diploma is preferred, and on-the-job training is provided.

Qualifications

• Ability to multi-task in a fast-paced environment.
• Problem analysis and problem-solving; adaptable and collaborative.
• Excellent written and oral communication; courteous and professional.

Responsibilities

• Reviews reports, opens new accounts, and processes loan applications.
• Responds to member inquiries via phone and email with accurate information.
• Promotes marketing campaigns and cross-sells products and services.

Skills

Multi-tasking

Problem solving

Communication

Sales ability

BSA/AML knowledge

Interviewing

Attention to detail

Training readiness

Computer skills

Data entry

Sales track record

Education

High School Grad or Equiv

Job description

Our Promise To You

Joining AdventHealth is about being part of something bigger. It’s about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow spiritually, by Extending the Healing Ministry of Christ. Where you will be valued for who you are and the unique experiences you bring to our purpose-minded team. All while understanding that

Our Promise To You

Joining AdventHealth is about being part of something bigger. It’s about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow spiritually, by Extending the Healing Ministry of Christ. Where you will be valued for who you are and the unique experiences you bring to our purpose-minded team. All while understanding that together we are even better.

All the benefits and perks you need for you and your family:

• Benefits from Day One: Medical, Dental, Vision Insurance, Life Insurance, Disability Insurance


• Paid Time Off from Day One


• 403-B Retirement Plan


• 4 Weeks 100% Paid Parental Leave


• Career Development


• Whole Person Well-being Resources


• Mental Health Resources and Support


• Pet Benefits

Schedule

Full time

Shift

Day (United States of America)

Address

351 S State Rd 434

City

Altamonte Springs

State

Florida

Postal Code

32714

Job Description

Reviews reports, prepares correspondence, and participates in special department projects. Processes mail and drop box items, files, and images documents. Maintains customer/potential customer databases and follows up on initial contacts. Responds to member inquiries via telephone and electronic channels, providing prompt, accurate, and courteous information. Other duties as assigned. Opens new accounts and updates existing member information. Promotes various marketing campaigns and cross-sells credit union products. Identifies sales opportunities during member interactions and actively promotes credit union products and services. Resolves account issues, including fee reversals, posting errors, payroll deduction changes, and minimum payment requirements. Troubleshoots plastic card problems, such as activations, fraud claims, processing errors, and new or replacement orders. Processes loan applications, interviews applicants, disburses consumer loans, and conducts follow-up. Handles routine daily tasks, including account balance inquiries, transfer requests, stop payment orders, and changes of address. Greets members cheerfully and determines appropriate responses or directions for their inquiries.

Knowledge, Skills, And Abilities

• Ability to multi-task, function in a fast-paced environment, and be detail oriented [Required]


• Ability to problem analyze and problem solve; adaptable, teamwork, stress tolerance, and high energy level [Required]


• Ability to communicate effectively in both written and oral form in a courteous and professional manner [Required]


• Ability to use product knowledge and sales techniques to build customer relationships and meet goals [Required]


• Knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) Compliance and other regulations and laws related to the position.Ability to interpret regulations and compliance standards [Required]


• Interviewing skills [Required]


• Attention to detail and accuracy [Required]


• Ability to satisfactorily complete on-the-job and/or classroom training [Required]


• Ability to effectively use multiple systems to identify and communicate products that meet customer needs [Required]


• Ability to operate a computer and have basic keyboarding skills; proficient in relevant computer applications [Required]


• Data entry and typing skills; ability to type a minimum of 20 words per minute [Required]


• Proven track record in sales [Required]

Education

• High School Grad or Equiv [Preferred]

Field Of Study

• N/A

Work Experience

• 2+ of experience in a call center or customer service environment [Required]


• 2+ of experience in consumer lending [Required]


• Banking and/or credit union experience [Preferred]

Additional Information

• N/A

Licenses And Certifications

• N/A

Physical Requirements

(Please click the link below to view work requirements) Physical Requirements - https://tinyurl.com/23km2677

Pay Range

$15.61 - $24.97

Background Screening Requirement (Florida Law)

Certain positions are subject to Florida Level 2 background screening, including fingerprinting, as required by state law. Applicants may review general information about Florida’s background screening requirements at the Florida Care Provider Background Screening Clearinghouse: https://info.flclearinghouse.com/

This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances.