Personal Banker

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Time Off from Day One

403-B Retirement Plan

Parental Leave

Job summary

AdventHealth in Altamonte Springs, Florida, seeks a full-time customer service representative to support member inquiries and banking-related tasks. You will open/update accounts, promote products, and resolve issues, working in a fast-paced environment with emphasis on accuracy and compliance.

Responsibilities include loan processing, data entry, and cross-selling while delivering courteous, professional service to members. Training and benefits are provided.

Qualifications

• Ability to multi-task, fast-paced and detail oriented.
• Ability to problem analyze and solve; teamwork, stress tolerance, high energy.
• Effective written and oral communication in a courteous, professional manner.
• Use product knowledge and sales techniques to build relationships and meet goals.
• Knowledge of BSA/AML compliance and related regulations.
• Strong interviewing skills.
• Excellent attention to detail and accuracy.
• Willingness to complete on-the-job or classroom training.
• Ability to use multiple systems to identify and communicate suitable products.
• Proficient computer use; basic keyboarding skills.
• Data entry typing at least 20 WPM.
• Proven track record in sales.

Responsibilities

• Review reports, prepare correspondence, and participate in department projects.
• Process mail and images; maintain databases and follow up on contacts.
• Respond to member inquiries via phone and email with prompt, accurate information.
• Open new accounts and update existing member information.
• Promote marketing campaigns and cross-sell credit union products.
• Identify sales opportunities during member interactions and promote services.
• Resolve account issues including reversals, errors, and changes.
• Handle loan applications, interview applicants, disburse loans, and follow up.
• Assist with daily tasks like balances, transfers, stop payments, and address changes.
• Greet members cheerfully and provide appropriate guidance.

Skills

Multitask

Problem solving

Communication

Sales ability

BSA/AML knowledge

Interviewing

Attention to detail

Training completion

Systems proficiency

Typing 20 wpm

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 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.