Senior Personal Banking Counselor

Together Credit Union; Saint Peters (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

Together Credit Union seeks a Senior Personal Service Counselor to assist members across savings and lending functions while training and coaching staff to exceed referral and sales goals.

The position involves processing transactions, building member relationships, and promoting complementary products and services in a fast-paced branch setting. Training and compliance with S.A.F.E. Act principles are emphasized.

Qualifications

• High school diploma required.
• Minimum of 4 years of related professional experience.
• Federal registration with the Nationwide Mortgage Licensing System and Registry (NMLS) and Notary Public Certifications may be obtained after hire.

Responsibilities

• Process financial transactions accurately across lobby, drive-thru, or by phone.
• Provide friendly, professional assistance to customers and colleagues to ensure a positive experience.
• Engage with members to identify financial needs and refer appropriate products and services.
• Perform and document savings and lending transactions in line with policies and regulatory requirements.
• Open and maintain member accounts including IRAs.
• Educate members on Credit Union products and benefits.

Skills

Customer service

Interpersonal skills

Communication

Problem solving

Organization

Education

High school diploma

NMLS registration

Notary Public Certification

Job description

Together Credit Union seeks a Senior Personal Service Counselor to assist members across savings and lending functions while training and coaching staff to exceed referral and sales goals.

The position involves processing transactions, building member relationships, and promoting complementary products and services in a fast-paced branch setting. Training and compliance with S.A.F.E. Act principles are emphasized.