Senior Personal Banker in Eugene Oregon

OCCU | Oregon Community Credit Union

Eugene (OR)

On-site

USD 54,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Low-cost medical, dental, and vision insurance

401(k) retirement plan with employer match

Paid time off and 12 paid holidays

Tuition reimbursement for eligible education

Company-paid long-term disability

Job summary

OCCU | Oregon Community Credit Union is seeking a Senior Personal Banker in Eugene, Oregon. This role involves providing financial guidance, managing accounts, and promoting products. The position offers a competitive salary, comprehensive benefits, and opportunities for professional growth within a member-focused organization.

Qualifications

Minimum of five years of similar experience in banking.
Must maintain licensing with NMLS Safe Act.
Experience in opening consumer and business accounts and loans.

Responsibilities

Provide financial guidance to members.
Open new consumer and business accounts.
Handle payments and loan applications.

Skills

Financial guidance

Customer service

Sales

Education

Relevant education in finance or banking

Job description

Join to apply for the Senior Personal Banker in Eugene Oregon role at OCCU | Oregon Community Credit Union

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Join to apply for the Senior Personal Banker in Eugene Oregon role at OCCU | Oregon Community Credit Union

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OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to putting members first.

The position is on-site in Eugene, Oregon, and surrounding areas. The starting pay ranges from $26.00 to $29.00 per hour, with eligibility for incentive pay. Spanish-speaking personal bankers who pass a standardized test receive an additional $2 per hour.

Senior Personal Bankers, also known as Senior Enrichment Advisors, are responsible for providing financial guidance to members, opening new consumer and business accounts, handling payments and loan applications, and promoting OCCU products. They must have a thorough understanding of OCCU's products and services and be able to explain their benefits effectively to members. Work schedules are Monday through Thursday from 8:30 am to 5:30 pm, Friday from 9 am to 6:30 pm, and up to two Saturdays a month.

Qualifications for this position include a minimum of five years of similar or related experience in banking, including opening consumer and business accounts and loans. Candidates must maintain licensing and relevant updates with the NMLS Safe Act. Qualified candidates will have the necessary education and experience to perform the essential functions and meet the minimum performance expectations for this role, with or without accommodation.

This post is intended to hire for both current and future needs.

OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 12 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.

OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.

Seniority level