Personal Banker

Beacon Credit Union; Roanoke (VA); On-site; USD 38,000 - 52,000; Full time

Job summary

Beacon Credit Union in Roanoke, Virginia is seeking a Personal Banker to support our members' financial goals and deliver outstanding service. You will identify member needs and offer appropriate banking solutions, while learning Beacon CU's products to drive member satisfaction.

In this role you will handle consumer loan applications, ensure all paperwork complies with policies, and work toward achieving sales targets.

Qualifications

• Two years lending experience required.
• Two years working in a Financial Institution.
• Sales experience.
• Customer service experience preferred.

Responsibilities

• Close Loans: Wrap up applications quickly, ensure compliance, and hit those sales goals.
• Know Your Stuff: Master Beacon CU products, boost services, and follow our mission.
• Stay Sharp: Review loans, step in as a Teller, and keep service top-notch.
• Follow Rules: Stick to all regulations and deliver stellar member service.

Skills

Lending experience

Financial institution experience

Sales experience

Customer service

Education

High school diploma or GED

Driver's license

Job description

Join Beacon Credit Union and help us open a new branch! If you're passionate about helping people achieve their financial dreams, we want you on our Roanoke team as a dynamic and friendly Personal Banker. Be part of our history and make a difference in the lives of our members!

Role: Personal Banker

Location: Roanoke, Virginia

The Personal Banker supports Beacon Credit Union's mission, "Dedicated to Our Members' Financial Success," by delivering top-notch service. This involves identifying members' financial needs and recommending appropriate solutions.

The Personal Banker handles and closes consumer loan applications, ensuring all necessary documentation is collected and complies with Beacon CU's policies and procedures. They must understand the five C's of credit, meet and exceed sales goals, and be knowledgeable about Beacon CU's products and services. Applying Mike Neill techniques is essential for success.

Why Join Our Team?

• Positive and supportive team culture
• Competitive salary, benefits package, and incentives
• Generous PTO and 11 paid holidays
• Ability to earn additional PTO through volunteer opportunities
• Employee discounts on loans and banking products
• 401(k) employer match and profit-sharing potential
• 100% bank-paid long-term disability, short-term disability, and life insurance
• Learning and growing in a dynamic work environment
• Endless incentive pays

Major Duties and Responsibilities

• Close Loans: Wrap up applications quickly, ensure compliance, and hit those sales goals.
• Know Your Stuff: Master Beacon CU products, boost services, and follow our mission.
• Stay Sharp: Review loans, step in as a Teller, and keep service top-notch.
• Follow Rules: Stick to all regulations and deliver stellar member service.

Knowledge and Skills

Experience

• Two years Lending Experience Required
• Two years working in a Financial Institution
• Sales Experience
• Customer service experience preferred

Education/Certifications/Licenses

• High school diploma or GED required. Some college classes preferred.
• Valid driver’s license

Interpersonal Skills

• Great communication skills. Math skills a must. Team player.

Other Skills

• Able and willing to learn and master Beacon CU's product/service offering modules. Great sales and service skills. Accurate money handling skills.