Personal Banker JobMorganville, NJ 86455

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Purpose 

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
The role has some operational retail branch responsibility:
  • Assisting members with account management
  • Provide other financial services as needed

Responsibilities

General Duties and Responsibilities
 
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

General Requirements

Minimum of two years experience of sales or sales related position

Associates 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.

Knowledge of local, state, and federal laws/regulatory requirements as related to functional areas including Truth in Savings, Reg E, Reg D, Reg CC, UCC , OFAC, and Bank Secrecy Act. Fraud prevention and detection procedures as well as internal control and risk mitigation techniques.
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