Personal Banker

AdventHealth Orlando Support; Florida; On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Life Insurance

Disability Insurance

Paid Time Off from Day One

403-B Retirement Plan

4 Weeks 100% Paid Parental Leave

Mental Health Resources

Job summary

AdventHealth Orlando Support in Florida is seeking a full-time customer service associate to support members with inquiries, account updates, and product recommendations. You will handle calls, process loans, and promote services with a focus on accuracy and courtesy.

The role demands multitasking and strong communication, supported by on-the-job training. Benefits start day one, with a schedule configured for daytime operations.

Qualifications

• Ability to multi-task and work in a fast-paced environment.
• Excellent written and oral communication, courteous and professional.
• Ability to use systems to recommend products and resolve inquiries.
• Knowledge of banking regulations and AML/BSA basics is a plus.
• Experience in call center or customer service roles preferred.

Responsibilities

• Respond to member inquiries by phone and electronic channels with prompt, accurate information.
• Open new accounts and update existing member information.
• Promote marketing campaigns and cross-sell credit union products.
• Process loan applications and handle routine banking tasks.
• Troubleshoot issues and ensure data accuracy in databases.

Skills

Multitasking

Attention to detail

Communication skills

Problem solving

Customer service

Teamwork

Energy & pace

Education

High School graduate or equivalent

Job description

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

Mental Health Resources and Support

Schedule:

Full time

Shift:

Day (United States of America)

Address:

351 S State Rd 434

City:

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 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.