Personal Financial Representative (Personal Banker)

Job Details

Level

Entry

Job Location

Bremerton Auto Center Way - Bremerton, WA

Position Type

Full Time - Hourly

Education Level

High School

Salary Range

$19.98 - $29.97 Hourly

Job Shift

Day

Job Category

Banking

Description

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collectiv.e compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us : About - Gesa Credit Union

Role Summary :

The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.

What You Will Be Doing :

• Provide exceptional member service to all whom we serve.
• Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.
• Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
• Offer appropriate products and / or services to deepen member relationships and refer to other team members as appropriate.
• Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
• Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
• Assist non-members with establishing membership.
• Accurately take consumer lending applications.
• Review credit reports for concerns and obtains approvals and submit loan documentation.
• Close loans and effectively communicates with members regarding the next steps.
• Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
• Process international and domestic requests.
• Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
• Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
• Opens consumer deposit accounts and performs consumer account maintenance.
• Places cash and supply orders, balances vault cash, and maintains ATMs.
• Review and process overrides / approvals within authority while minimizingrisk.
• Mentor and help train new Member Service Associates (MSAs)
• Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
• Fluidly transition between tasks as an MSA or Sr. MSA.
• Perform transactions and service requests on member accounts in an accurate and timely manner.
• Accurately follow all cash handling procedures and balance your cash drawer at the end of every day.
• Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
• Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
• Assist members with complex and sensitive fraud disputes.

About You :

Qualifications

What You Will Need :

Sales / relationship building experience required.

Our Team Member Value Proposition :

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer :

Full Salary Range : $19.98-$29.97

Get wise to what's possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment credit / background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race / Color / Gender / Sexual Orientation / Gender Identity / Religion / National Origin / Disability / Veteran.

Equal Employment Opportunity (gesa.com)