Personal Banker & Member Solutions Advisor

Patelco Credit Union; Campbell (OH); On-site; USD 37,000 - 53,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

401(k) with Safe Harbor

Employer matching 5%

Tuition reimbursement

Bonus opportunity

EAP

Paid holidays

PTO

Job summary

Patelco Credit Union in Campbell, OH seeks a Personal Banker (Member Solutions Specialist) to elevate the member experience by delivering exceptional service and offering a range of product options. You will directly assist members in opening new accounts, offering credit card products, Money Market/CD accounts, consumer loans, and mortgage loans.

The role emphasizes building financial health for members, cross-selling responsibly, and working with internal experts to tailor solutions while

Qualifications

• 3–5 years of prior experience in financial services or a sales-oriented environment.
• Eligibility for NMLS, Medallion, and Notary certifications.
• Excellent verbal, written, and social communication skills.
• Professional and understanding in all interactions.
• Flexible and adaptable to changing job requirements.
• Self-starter with strong organizational skills.
• Passion for providing exceptional service, integrity, and resourcefulness.
• Eagerness to learn and a drive for continuous improvement.
• Proficient in Microsoft Office suite.

Responsibilities

• Offer best-in-class service to members through prompt, efficient, courteous, and professional interactions.
• Serve as a subject matter expert in products, services, new accounts, and consumer lending processes.
• Assist members with complex financial transactions and accounts and ensure needs are met through proactive follow-up and resolution.
• Build members' financial health via consumer loans, home loans, and new account interviews using available tools.
• Advise members on debt management, credit advancement, mortgages, and overall financial well-being.
• Engage members in in-depth financial health evaluations and recommend/open appropriate products.
• Support community relationships on an as-needed basis.
• Adopt new tools to enhance member experience and consultation process.
• Advocate member adoption of new technology, campaigns, and digital products.
• Partner with internal experts to recommend products and services to help members achieve financial freedom.
• Be a resource to train new and existing team members.

Skills

Customer service

Sales skills

Communication skills

Self-starter

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Patelco Credit Union in Campbell, OH seeks a Personal Banker (Member Solutions Specialist) to elevate the member experience by delivering exceptional service and offering a range of product options. You will directly assist members in opening new accounts, offering credit card products, Money Market/CD accounts, consumer loans, and mortgage loans.

The role emphasizes building financial health for members, cross-selling responsibly, and working with internal experts to tailor solutions while