Personal Banker

Full Time
Morganville, NJ 07751
Posted
Job description

Deliver an exceptional member experience, through the tenants of the United Teletech “Member Journey”.

The Personal Banker’s 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
  • Ability to support the branch and make sound business decision in the absence of Branch Manager.

General Requirements

  • Minimum of five years’ experience of sales or sales related position
  • Excellent verbal and written communication skills.
  • Working knowledge of “money and banking” concepts
  • Work at other branches as needed.
  • Work various hours as needed, including Saturdays and some evenings.

General Duties and Responsibilities

  • Consistently achieve or exceed performance goals related to referrals, cross sales, accuracy, and net promoter.
  • Execute all sales, servicing and banking transactions accurately; following all compliance and security procedures, and will balance cash drawer within balancing guidelines.
  • 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.

Job Type: Full-time

Pay: $45,000.00 - $58,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift

Supplemental pay types:

  • Commission pay

Ability to commute/relocate:

  • #4 Morganville, NJ 07751: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

  • Sales: 3 years (Required)

Work Location: In person

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