Personal Banker

ALEC Credit Union

Gurnee, IL

Vision , Medical , Dental , Paid Time Off , Life Insurance
Full-Time

Job Description

SUMMARY: Provides financial products and services to establish, retain and deepen relationships with credit union members to achieve sales goals and provide exceptional member service.

ESSENTIAL FUNCTIONS:

Assists and educates members in the opening of new deposit accounts, share certificate investments, and other credit union services
Takes loan applications
Prepares loan documentation, schedule closing, and close consumer loans
Complete all membership/deposit account opening procedures
Meets with and educates members about consumer loan products
Actively cross-promotes credit union products and services
Works applicable sales leads from vendors and internal sources
Processes and prints Instant Issue debit cards at member’s request
Acts as credit union representative for member inquiries and concerns
Maintains knowledge of credit union products, services, policies and procedures
Adheres to all credit union policies and procedures
Other duties as may be assigned

SECONDARY FUNCTIONS:

Researches and resolves problems on member accounts
Achieves minimum standards of sales goals
Represents credit union in various marketing and sponsor related activities
Monitors and reports sales figures to the VP of Service and Sales
Supports the marketing of the credit union and its products and services
Assists Teller Supervisor in opening and closing of Service Center
Assists Teller Supervisor in Service Center balancing activities, deposit taking, cash retrieval, etc.
Assists with training new MSR
Works Saturday in Gurnee Service Center on rotating basis
Fulfills Receptionist duties as needed on Saturday in Gurnee Service Center
Travels to other Service Centers to assist with coverage

QUALIFICATIONS:

Education Required: High School Diploma or equivalent (GED), Nationwide Multistate Licensing System (NMLS) Certification
Education Preferred: Associate’s degree in Business Administration or related field
Experience Required: One (1) year of customer service or retail sales experience
Experience Preferred: Two (2) years of customer service or retail sales experience in a financial institution

Knowledge, Skills and Abilities (KSAs):

Sales skills
Organizational skills
Ability to perform job functions independently
Ability to work as part of a team
Ability to verbally communicate effectively with internal and/or external members
Ability to use computers and job-specific technology/software efficiently
Maintains confidentiality
Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements

TRAVEL: Up to 10% local travel to cover the branches

Company Description

ALEC is one of the largest credit unions in Illinois backed by the strength and stability of over one billion in assets. Every day, we work hard to prove our commitment to provide the very best financial products and services to more than 30,000 ALEC members.

Setting the bar high is a proud tradition at ALEC that has resulted in the strong, loyal support of our members. We welcome bright, people-oriented professionals who want to build their career and help our credit union continue to expand its presence, offerings and the people it serves.

Why Work Here?

Great growing company with competitive salary and outstanding benefits

ALEC is one of the largest credit unions in Illinois backed by the strength and stability of over one billion in assets. Every day, we work hard to prove our commitment to provide the very best financial products and services to more than 30,000 ALEC members. Setting the bar high is a proud tradition at ALEC that has resulted in the strong, loyal support of our members. We welcome bright, people-oriented professionals who want to build their career and help our credit union continue to expand its presence, offerings and the people it serves.