Personal Banker - Entry-Level Financial Guidance & Service

Numerica Credit Union; Pasco (WA); On-site; USD 31,000 - 47,000; Full time

Job summary

Numerica Credit Union in Pasco, WA is seeking a Financial Service Representative 1 (Personal Banker) to be the first point of contact for members, handling accounts, consumer loans, and everyday transactions. Under supervision, you’ll learn sales foundations and build trust through service and education.

Open new accounts, support member transactions, assist with HELOC and consumer loan applications, and maintain knowledge of all products and services.

Qualifications

• Assist members with accounts, consumer loans, and everyday transactions.
• Develop product knowledge to guide member solutions.
• Meet or exceed branch service standards and learning goals.

Responsibilities

• Open new accounts and verify existing accounts; handle maintenance.
• Provide accurate teller transactions: deposits, withdrawals, transfers.
• Assist with HELOC and consumer loan applications and closings as directed.
• Educate members on Credit Union products to support informed decisions.
• Refer advanced needs to appropriate staff.

Skills

Customer service

Sales

Communication

Teamwork

Job description

Numerica Credit Union in Pasco, WA is seeking a Financial Service Representative 1 (Personal Banker) to be the first point of contact for members, handling accounts, consumer loans, and everyday transactions. Under supervision, you’ll learn sales foundations and build trust through service and education.

Open new accounts, support member transactions, assist with HELOC and consumer loan applications, and maintain knowledge of all products and services.