Senior Branch Specialist (Personal Banker)

Consumers Credit Union; Volo (IL); On-site; USD 25,000 - 38,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) plan

Long-term Disability

Life Insurance

Job summary

Consumers Credit Union in Illinois seeks a Senior Branch Specialist (Personal Banker) to build relationships, educate members on products, and deliver sales-driven service. This role blends personal banking with teller responsibilities and requires strong service-minded communication.

The position emphasizes handling diverse tasks, meeting sales goals, and providing exceptional member experiences while adhering to policies and compliance guidelines.

Qualifications

• High School diploma or equivalent required.
• 2 years of similar work experience in retail, customer service, or sales.
• Bi-lingual Spanish preferred.
• Comfortable promoting products and services and engaging in sales conversations.
• Proficient with MS Office and data processing tools.

Responsibilities

• Identify financial products/services for members and guide toward beneficial options.
• Process specialized and complex accounts and consumer loan applications.
• Back up branch specialists by greeting members and directing them to the right person.
• Ensure compliance, audits, balancing, and quality standards are followed.

Skills

Bilingual Spanish

Customer service

Sales oriented

Interpersonal skills

Multitask

Education

High School diploma or equivalent

Tools

Microsoft Office

Data Processing Platforms

Job description

Senior Branch Specialist (Personal Banker)

Join a Great Place To Work certified company! Consumers Credit Union is recruiting for a Senior Branch Specialist (Personal Banker) at our Volo branch! As a Senior Branch Specialist, you'll develop relationships with our members, become their financial expert, and educate them about products/services that will make a positive impact in their lives.

What you'll do in this role:

As a Senior Branch Specialist (Personal Banker), you'll develop relationships with our members, become their financial expert, open specialized accounts and educate them about products/services that will make a positive impact in their lives. This position is a combination of being a Personal Banker with some Teller responsibilities. It offers a variety of work throughout the day, involves sales goals and is perfect for those that enjoy exceeding goals and earning extra incentives!

Responsibilities:

• Identifying financial products/services that will benefit our members, and you'll guide them toward those that are in their best interest. There are times when you'll need to overcome objections, but you know that already and are GREAT with service-minded sales!
• Processing a wide array of requests for specialized and/or complex accounts and consumer loan applications for members.
• Being a team player who wears multiple hats. You'll back up our Branch Specialists by greeting members and directing them to the person who can best help and answer calls from members who need assistance.
• Ensure that all policies, procedures, compliance, audits, quality control and balancing standards are adhered to.

Qualifications:

• High School diploma or equivalent
• 2 years of similar work experience (retail, customer service, guest relations, sales, and cash handling). Financial institution, Teller, Personal Banker experience is preferred.
• Bi-lingual Spanish preferred
• Comfortable promoting products and services, educating members, and engaging in sales-oriented conversations
• Computer proficient in Data Processing Platforms, Email, Internet/Intranet, Instant Messaging, and Microsoft Office
• Excellent interpersonal and communication skills
• Ability to multitask, work at a fast pace, and stay organized
• Propensity to be helpful, positive, act with integrity, and to embrace inclusion & diversity
• Availability to work 40+ hours/week and be scheduled between the following hours:
  • Monday - Thursday: 830:AM- 5:30PM; Friday 8:30AM- 6:30PM; Regular Saturdays 8:30AM- 1:30PM

Compensation:

The salary range for this role is $18.34 - $27.51 per hour. This role is eligible for sales incentives. A specific salary offer considers factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the salary range and compensation decisions are dependent on the facts and circumstances of each case.

Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20.

For more information about benefit offerings, please visit our careers page: https://www.myconsumers.org/about/what-we-do/careers

About CCU

Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4.4 billion in assets and serves more than 280,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. We've been recognized as a Great Place to Work, and we're committed to growing both our business and our people. To learn more, visit myconsumers.org

Equal Opportunity Employer

CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.

We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: [e-mail] or 877-275-2228.

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.