Personal Relationship Banker

• Provide exceptional member service.
• Actively look for referral opportunities.
• Complete member deposit, withdrawal, payment, cash checking, and cash advance requests.
• Assisting members and potential members with opening and servicing products and services.
• Always maintain member confidentiality by verifying all necessary signatures, endorsements, and proper photo identification.
• Maintain appropriate cash drawer/recycling supply.
• Verify and balance currency, coin, and checks in cash drawer at end of shift.
• Process daily mail, night depository, and ATM.
• Order and re-order checks and check cards for members.
• Enroll/modify payroll allocations and ACH per member request.
• Comply with all aspects of BSA/AML and OFAC regulations as related to position.
• Yearly completion of all on-line compliance training as defined by Management.
• Attend required sales, services, and department training classes to enhance skill level.
• Demonstrate the Credit Union’s philosophy in all interactions and adhere to Patch Values with members, prospective members, and team members.
• Foster and maintain an atmosphere of solutions, innovation, and continuous improvement.
• Additional duties as assigned.

• Must be bondable.
• High school diploma or equivalency required.
• Three (3) to six (6) months related experience. Prior sales experience helpful, preferable in a financial capacity.
• Saturday hours are required on a rotating basis.

• Able to read and interpret policy and procedures.
• Friendly, enthusiastic, and team oriented.
• Learn and know current Member Service operating system.
• Learn and know product offerings, stay abreast of new products and services.
• Use effective written and verbal skills.
• Ability and willingness to look for opportunities to refer additional products and services to our existing members.
• Ability to enter data and update member financial records accurately and efficiently via computer terminal.
• Know basic computer skills, including use of standard keyboard, mouse, and common software packages.
• Accurate math skills, ability to calculate figures and amounts such as cash denominations.
• Ability to use or able to learn to use basic 10-key calculator.
• Comply with all Federal and Credit Union regulations as related to position.
• Prompt attendance during all scheduled shifts and required meetings.
• Work at fast pace, accurate and attentive when handling details.
• Demonstrated or potential ability to work independently, handle multiple priorities, and exercise good judgment.

• Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
• Physical Requirements: Ability to sit or stand at a desk the majority of the workday; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch. The employee may occasionally lift and move up to 30 pounds.

• Medical, dental and vision insurances
• Supplemental insurances
• Pre-tax and Roth 401(k) Safe Harbor options
• Flexible spending accounts
• Health Savings Account (HSA)
• Paid time off (PTO)
• Paid holidays, including birthday
• Bereavement and pet leave
• Basic Life/AD&D, short-term and long-term disability coverage at no cost
• Voluntary Life/AD&D
• Employee Assistance Program

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