Position Summary:
The Personal Banker plays a pivotal role in delivering exceptional member service. This position requires a professional and personable individual who possesses strong communication skills and a commitment to providing financial solutions that meet our members’ needs and create value in their lives.
Duties & Responsibilities:
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Actively support and promote TTCU’s core values of trust, respect, excellence, kindness, and stewardship
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Serve members and employees pleasantly and professionally.
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Greet and welcome members as they enter the lobby, ensuring a warm and inviting atmosphere.
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Provide prompt, courteous, and efficient service to all members, addressing their inquiries, concerns, and requests in a timely manner.
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Assist members with online and mobile banking, and other services including wires, ACH, debit and credit cards, and basic account inquiries.
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Educate members on our various financial products and services, including checking and savings accounts, loans, credit cards, and investment options.
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Assist in opening new accounts and guiding members through account maintenance procedures.
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Work to achieve individual and branch loan referral goals and assist members in completing loan applications.
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Resolve member complaints and issues effectively, escalating complex problems to the appropriate personnel when necessary.
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Proactively identify opportunities to enhance member satisfaction.
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Adhere to all regulatory guidelines and TTCU policies to ensure compliance and safeguard members’ confidential information.
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Follow security protocols and procedures to minimize risk and fraudulent activities.
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Collaborate with fellow team members, including Virtual Tellers, Consumer Loan Officers, and management, to ensure a seamless member experience.
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Communicate effectively and contribute to a positive work environment.
Skills & Qualifications:
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High school diploma or equivalent; additional education in finance or related fields is a plus.
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Two years of experience in a financial institution or similar environment preferred.
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Must possess a service-oriented attitude and strong member service skills.
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Ability to maintain effective communication consistently and effectively.
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Possess excellent organizational, time management, and interpersonal skills.
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Detail-oriented, organized, and capable of multitasking in a fast-paced environment.
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Commitment to upholding ethical standards, confidentiality, and compliance with regulations.
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Ability to stand for extended periods of time and occasionally lift moderate-weight items.
This job description is intended to provide a high-level of general requirements for this position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure proper operations.