Personal Banker II

TruStone Financial Credit Union; New Berlin (WI); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Health insurance

Paid time off (PTO)

Paid holidays

401(k) with match

Job summary

TruStone Financial Credit Union is seeking a Personal Banker II in New Berlin, WI. This full-time role focuses on welcoming members, providing professional guidance on deposits, loans, and services, and promoting TruStone’s financial education and savings culture.

The position requires strong cash handling, customer service, and regulatory knowledge, with opportunities to grow through our STEP programs and mentorship initiatives.

Qualifications

• Bachelor’s degree in Finance, Business Administration or related field, or four years of equivalent work experience.
• Two years of cash handling experience or customer-facing work.
• Experience recommending financial products and plans to improve a customer’s financial position, preferred.
• Experience underwriting loans, preferred.
• Knowledge of banking and credit union regulations, preferred.
• Strong interpersonal skills and a customer-first mindset.

Responsibilities

• Welcome members to the branch and assist with deposits, loans, and services.
• Originate, underwrite, and close consumer and home equity loans per TruStone policies.
• Interpret and respond to various financial inquiries and service requests.
• Secure assets, balance transactions, and complete required reports.

Skills

Cash handling

Customer service

Interpersonal skills

Education

Bachelor’s degree in Finance or Business Administration

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Banker II

Full Time Clerical New Berlin, WI, US

2 days ago Requisition ID: 2882

Salary Range: $23.50 To $29.50 Annually

WHAT YOU’LL DO:
Welcome members into the branch and provide professional expertise in the service and sales of deposit products, loan products, and convenient services through effective rapport building skills, proficient knowledge, and the promotion of the credit union’s brand of savings, transparency, and financial education. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs. Originate, underwrite and close consumer and home equity loans following outlined TruStone Financial policies and procedures and adhering to regulations governing the financial services industry. Accurately and efficiently interpret and process a wide variety of financial inquiries, account openings, service requests, and transactions. Secure credit union assets, balance transactions, and complete necessary reports.

WHAT YOU’LL BRING:
Availability to work 40 hours per week Monday through Friday between the hours of 8:45am – 5:45pm and rotating Saturdays 8:45am – 1:15pm at our New Berlin Branch location; non-exempt.

In addition:

• Bachelor’s Degree in Finance, Business Administration or a related field, or four years of equivalent work experience.
• Two years of cash handling experience or experience serving and interacting with customers.
• Previous experience recommending products and plans to improve a customer’s financial position, preferred.
• Previous experience underwriting loans, preferred.
• Expert knowledge of banking and/or credit union regulations, preferred.
• Highly-developed interpersonal skills, a positive attitude, and a desire to help people.
• Ability to identify member opportunities for financial improvement, teach financial concepts, communicate recommendations, and provide support.
• Ability to analyze and solve situations independently.
• Effective verbal and written communication skills.
• Good decision-making skills and judgement.
• Ability to perform calculations and proficiency in basic math skills.
• Ability to organize and prioritize work and maintain accurate records.
• A professional and friendly appearance and demeanor.
• Ability to confidently approach prospective members.
• Required to be compliant with the terms and conditions outlined in TruStone Financial’s SAFE Act Policy, which includes the submission of fingerprints, the successful completion of an FBI background check and maintaining current and compliant registration in Nationwide Mortgage Licensing System (NMLS).
• Compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

WHO WE ARE:
TruStone Financial is a member-owned credit union offering comprehensive, straightforward, and competitive financial solutions designed to support our members’ financial health. Established in 1939 by a group of teachers, TruStone Financial has grown into Minnesota’s second-largest credit union. With over 550 dedicated employees, we serve more than 200,000 members across 23 branches in Minnesota and Wisconsin. Our vision is to deliver exceptional financial experiences, and to achieve this, we need exceptional people! Join our expanding team and help us fulfill our mission to engage, educate, and inspire members toward lifelong financial well-being.

WHAT WE OFFER:

The salary range for this position is $23.50 to $29.50 per hour. In addition, we offer:

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
• Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

TruStone Financial Credit Union is an Affirative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.