Description:Personal Bankers act as trusted financial partners to help members exercise smart financing plans and set savings goals to manage their everyday banking to achieve financial wellbeing. Proudly advocates for the success of our cooperative by proactively doing what’s right for the member, the cooperative achieves financial success, and can put that profit back in to our membership and communities. Inherently understands the connection of how referring products and services to consumer and business members allows us to create thriving communities.Job Duties:
Builds relationships with local community chambers, JA schools, and other community influencers.
Proactively manages member relationships with ongoing outreach activities and effectively utilizes our CRM to manage relationships.
Actively participates in leadership and facilitation of team meetings and trainings.
Acts as an expert peer-coach to support the development of tellers / member services representatives (MSR) within the branch location.
Makes appropriate recommendations and decisions for lending, deposit, and service charge requests that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative.
Communicate effectively by in person, by phone, or by email.
Place and receive phone calls related to member business.
Follow up with prospects and ask for their business.
Participate in branch promotions as assigned.
Lead branch operational tasks.
Supports training efforts within the branch teams.
Conduct general account maintenance and ensure member account information is updated and accurate.
Complete basic transactional needs as needed to support membership.
Manage member concerns and understand escalation process when needed.
Maintain foundational understanding of all consumer and business-related products and services to effectively refer products and services to members.
Additional Skills & Qualifications:
Demonstrates problem solving and critical thinking skills by leveraging resources effectively to meet members’ needs.
Demonstrate the ability to anticipate member’s needs and you proactively guide members through the journey of Home Ownership, Paying Yourself First, and Leveraging Credit Wisely.
Thorough understanding of the Branch Playbook Strategies and works to support the Branch Team and Partners in growing membership portfolios.
Demonstrates deep expertise and knowledge in credit cards and ability to uncover needs and accept applications.
Demonstrates deep expertise and knowledge of all consumer loans and preapproval offers with ability to complete applications and processes.
Demonstrates deep expertise and knowledge of all consumer and business- related products and services and demonstrates proficiency in new account opening systems and procedures.
Demonstrates best level behavior expectations and utilizes retail tools efficiently to build long term relationships.
Leverages external financial educational resources.
Deliberately works to develop and cultivate a growth mindset.
Ability to understand, leverage, and build upon key strengths to help in the overall success of the cooperative as part of ongoing personal and professional development.
Please apply with an updated resume to join our growing team!About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.