Personal Banker - North Austin
United Heritage Credit Union
- Austin, TX
- Permanent
- Full-time
- Promote and maintain positive relations with all contacts, members and potential members.
- Actively participate in cross selling and referring beneficial products and services to members and non-members.
- Profile existing relationships for potential growth and utilize UHCU generated resources to solicit and inform member base of current or promotional products and services.
- Assist members with drafts, balancing and reconciling their account, ordering checks, ACH deposits or withdrawals, stop payments, researching and identifying fraudulent activity, ATM and debit cards, wiring funds and western unions.
- Understand measurable and tracked sales efforts and consistently achieve assigned goals and baselines relative to branch thresholds.
- Maintain an organized database relative to pending member items and proactive follow-up on newly acquired relationships.
- Assume ownership of service and sales items and ensure a positive resolution on outstanding member issues.
- Perform all activities related to the opening or closing of all accounts offered ensuring that applicable regulations, disclosures, policies and procedures are observed.
- Excellent listening ability and verbal communication skills.
- Demonstrated sales ability and thorough knowledge of and a willingness to actively promote products and services.
- Passion for providing outstanding service to our members.
- The ability to collaborate with team members.
- Strong attention to detail, with a focus on accuracy and quality of work.
- Excellent organization, time management and problem solving skills.
- Ability to multitask in a fast-paced environment.
- 1-3 years of related experience.
- Minimum of 1 year experience selling products or services.
- Previous experience in the financial services industry preferred.
- Excellent verbal and written communication skills.
- High School Diploma or GED equivalent.
- Competitive Benefits Package
- 401(k) options (Pre-Tax and/or Roth)
- Generous paid time off (PTO)
- Education Reimbursement Program
- Opportunity to Advance!