Personal Banker

Sky One Federal Credit Union; Lewisville (TX); On-site; USD 33,000 - 40,000; Full time

Job summary

SkyOne Federal Credit Union in Lewisville, TX is seeking a Member Experience Specialist II (Personal Banker) to drive branch sales and deliver a superior member experience. You will build relationships, identify needs, and connect members with tailored financial solutions in a sales-focused environment.

You will lead by example, open business accounts, conduct local outreach, and welcome new organizations into the SkyOne family while strengthening partnerships with SEGs and community partners.

Qualifications

• Minimum one year of experience in a financial institution and one year in sales.
• Proven track record in sales, cross-selling, or performance-based roles.
• Strong coaching, mentoring, and communication skills.
• Able to cross-sell products and hold consultative conversations.
• Solid understanding of financial products and services.
• Proficient with Windows, Word, Excel, internet navigation, 10-key, and typing.
• Professional, discreet, and capable of handling confidential information.
• Growth mindset with strong interpersonal skills and adaptability.

Responsibilities

• Open business accounts and conduct local outreach and canvassing.
• Identify opportunities to welcome new organizations into SkyOne’s family.
• Nurture partnerships with Select Employer Groups (SEGs) and expand community presence.
• Champion SkyOne's SOAR service and sales model in conversations with members.
• Guide meaningful conversations to uncover member needs and tailor solutions.
• Coach and support teammates to achieve branch sales goals and provide service excellence.

Tools

Windows

Microsoft Word

Microsoft Excel

Internet navigation

10-key

Typing

Job description

Join SkyOne Federal Credit Union as a Member Experience Specialist II (Personal Banker) in Lewisville, TX, and become part of an onsite team dedicated to delivering effortless, member-focused financial solutions. In this sales-focused role, you will help enhance the member experience by building meaningful relationships, identifying needs, and connecting members with tailored solutions that support their financial well-being. With a competitive pay range of $24.00 to $29.00 per hour, this opportunity offers room to grow your skills in a culture built on performance, accountability, collaboration, and respect. Your contributions will directly support our mission to make every member interaction valuable, positive, and impactful.

DAY TO DAY AS A MEMBER EXPERIENCE SPECIALIST II

As a key member of the branch team, the Member Experience Specialist II plays an important role in driving branch success at SkyOne Federal Credit Union. This position is focused on strengthening sales performance while delivering an exceptional experience to every member and business partner. Leading by example, you will take ownership of branch sales goals, support fellow Member Experience Specialists, and help create a culture of accountability and service excellence. With a strong focus on relationship building and business development, you will open business accounts, conduct local outreach and canvassing, and identify opportunities to welcome new organizations into the SkyOne family.

Serving as a strategic ambassador to our Select Employer Groups (SEGs), you will nurture existing partnerships, build new connections, and expand SkyOne's presence within the community. By championing our SOAR service and sales model, you will guide meaningful conversations that uncover member needs, strengthen relationships, and support both community engagement and branch sales outcomes.

REQUIREMENTS FOR THIS MEMBER EXPERIENCE SPECIALIST II JOB

To succeed as a Member Experience Specialist II at SkyOne Federal Credit Union, you should bring a well-rounded skill set focused on strengthening member relationships, supporting team collaboration, and driving branch results. Strong leadership skills are essential, as this role includes coaching and developing team members, helping lead productive meetings, and encouraging clear, open communication. A relationship-focused approach, combined with consultative sales skills, will help you engage members effectively, uncover their needs, and recommend personalized financial solutions.

A strong understanding of SkyOne's products, services, and compliance requirements is important for delivering accurate, efficient, and member-focused service. Experience with business development activities, including canvassing and community outreach, will support your ability to strengthen relationships with local businesses and community partners. The ideal candidate will also be adaptable, eager to learn, and committed to supporting SkyOne's mission, strategic goals, and overall branch success.

QUALIFICATIONS

• Minimum one year of financial institution experience and one year of sales experience.
• Demonstrated success in sales, cross‑selling, or performance‑based roles.
• Strong coaching, mentoring, and communication skills (verbal, written, and phone).
• Proven ability to cross-sell products and hold effective, consultative conversations.
• Solid understanding of financial products and services.
• Proficient with Windows, Word, Excel, internet navigation, 10-key, and general typing.
• Goal-oriented, dependable, and able to maintain a high level of confidentiality.
• Demonstrates a professional presence, creative thinking, and a growth-oriented mindset.
• Must have a high level of interpersonal skills to handle sensitive and confidential situations.
• High level of professionalism, discretion, and confidentiality.

Ready to Make an Impact?