Personal Banker

Advia Credit Union; Kalamazoo (MI); On-site; USD 10,000 - 60,000; Full time

Job summary

Join a rapidly growing credit union as a Personal Banker, where you'll proactively identify financial solutions for members. This role emphasizes outstanding service and offers a competitive hourly wage with uncapped incentives. Enjoy a supportive environment with comprehensive benefits, including 401k matching and generous PTO. You'll engage with members, advising them on financial matters and cross-selling products to enhance their financial well-being. This is an excellent opportunity to grow in a dynamic team that values integrity and community commitment.

Benefits

401k Matching

Paid Holidays

Paid Time Off

Paid Volunteer Hours

Wellness Program

Affordable Medical/Dental/Vision Insurance

Qualifications

• Experience in a goal-oriented environment is preferred.
• Strong interpersonal skills, courtesy, and tact are essential.

Responsibilities

• Interview members in person and by phone, explaining services and products.
• Advise members on money management and financial matters.
• Build and maintain a book of business, managing a pipeline for financial well-being.

Skills

Interpersonal Skills

Customer Service

Financial Solutions Knowledge

Spanish Proficiency

Education

High School Diploma

Bachelor's Degree in Finance or Related Field

Tools

CRM Software

Job description

Employment Type: Full-Time, On-site #LI-ONSITE

This Personal Banker position (also known as a Financial Solutions Specialist at Advia Credit Union) starts at $21.55 per hour, with an uncapped incentive opportunity based on individual performance. We offer benefits including 401k, Paid Holidays, Paid Time Off, Paid Volunteer Hours, and an Advia Sponsored Wellness Program.

Advia offers a bilingual premium for this role, which compensates bilingual employees who regularly use their language skills to assist members. Proficiency testing is required, with a specific need for Spanish language proficiency.

Role Overview:

The primary function of this role is to proactively identify financial solutions for members by interacting in person and via proactive phone calls. You will leverage products and services that can save members money and time, generate income, add convenience, or provide peace of mind, all by delivering outstanding service aligned with our core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core.

About Advia:

Advia is a rapidly growing Credit Union, ranked in the top 3% of US credit unions, serving nearly 200,000 members with assets exceeding $3 billion. We are deeply committed to our communities and prioritize our members' needs. Our culture is best described as “work hard, play hard.”

Why Join Us:

Personal Bankers can earn more than their base salary through our weekly incentive program.

As part of the Advia team, you will receive regular guidance, development opportunities, comprehensive benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. Paid holidays and every Sunday off are standard. You will work with a dedicated team and engaged leadership.

We are an Equal Opportunity Employer, proudly Veteran & Military Friendly. Come experience the Advia life!

Key Responsibilities:

• Interview members in person and by phone, explaining services, products, and policies. Identify needs and actively cross-sell Credit Union offerings professionally, including outbound calls related to CRM and other leads.
• Advise members on money management and financial matters, communicate loan decisions, and guide future actions.
• Perform accurate lending functions and offer solutions including HELOC and Business Lending.
• Build and maintain a book of business, proactively managing a pipeline to enhance members' financial well-being.
• Handle new account functions, explain options, and gather necessary documentation.
• Cross-sell electronic services, assist with enrollment, and explain e-statement processes.
• Maintain the Credit Union’s reputation for quality and professionalism, staying informed on policies, procedures, and industry trends.

Qualifications:

Experience in a goal-oriented environment is preferred. Strong interpersonal skills, courtesy, and tact are essential, as this role involves personal contact with members and internal staff.

Interested in learning more?

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