Personal Banker JobMorganville, NJ 86455
Deliver an exceptional member experience, through the tenants of the United Teletech “Member Journey”.The primary focus is on the sales results of the retail branch:
- Meet the branch goal for new members
- Meet the branch goal for new Checking accounts
- Meet the branch goal for electronic services
- Support lending, investment & retirement services through referrals
- Make outbound calls for sales appointments
- Assisting members with account management
- Provide other financial services as needed
Consistently achieve or exceed performance goals related to referrals, cross sales, accuracy, and customer service survey scores.
Execute all sales, servicing and banking transactions accurately; following all compliance and security procedures.
Maintain a proficient knowledge of all credit union products and services as well as industry trends and benchmarks, and products and services offered by the competition.Service new and existing accounts, ability to enter credit card applications as needed.
Skills & Qualifications
Minimum of two years experience of sales or sales related positionAssociates degree or high school diploma or with three years progressively responsible job experience
Strong commitment to provide excellent customer service with a “whatever it takes” attitude.
Excellent verbal and written communication skills. Demonstrates excellent phone rapport.
Possesses strong organizational skills with great attention to detail.Working knowledge of “money and banking” concepts
Flexibility and knowledge to:
Work at other branches as needed.
Work various hours as needed, including Saturdays and some evenings.