Relationship Banking Specialist

PenFed Credit Union; Fort Cavazos (TX); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits: health, dental

Job summary

PenFed Credit Union is hiring a Retail Banker to work onsite at our Fort Hood, Texas Financial Center. You will extend member relationships by offering financial solutions and services, train to conduct cash transactions, and process transactions accurately and efficiently.

You will assist with loan processing, cross-sell products, and use PenFed systems to support members while maintaining high service standards in a busy office environment.

Qualifications

• Associate degree in business/finance related field.
• Minimum of two years of superior customer service.
• Minimum of two years of demonstrated successful sales experience.
• Minimum of six months of cash handling experience.
• Experience in financial services and knowledge of products.
• Notary Public preferred (not for PR locations).
• Phone-based customer service experience preferred.
• Bilingual-Spanish preferred.
• Experience using AI tools preferred.

Responsibilities

• Deliver results by meeting or exceeding goals in a member-centric environment.
• Engage members, build relationships and provide personalized service.
• Assist with loan processing, input applications and review terms.
• Support notary services if applicable and travel to worksites as needed.
• Cross-sell PenFed loan and share products when appropriate.
• Operate PenFed systems (SalesForce, PenTeller, etc.) to support members.

Skills

Customer service

Sales experience

Cash handling

Notary Public (preferred)

Bilingual Spanish (preferred)

Phone-based customer service (prefer)

AI tools experience (preferred)

Education

Associate Degree in a related field such as business management, business administration, or finance

Tools

SalesForce

PenTeller

Knowledge

Hogan

Job description

PenFed Credit Union is hiring a Retail Banker to work onsite at our Fort Hood, Texas Financial Center. You will extend member relationships by offering financial solutions and services, train to conduct cash transactions, and process transactions accurately and efficiently.

You will assist with loan processing, cross-sell products, and use PenFed systems to support members while maintaining high service standards in a busy office environment.