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Personal Financial Representative (Personal Banker I)

Company: Gesa Credit Union
Location: Kennewick
Posted on: January 7, 2022

Job 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 collective 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 UnionRole Summary:We are in the business of people first, finance second! Relationships are essential to the growth and success of the credit union, and the Personal Financial Representative is on the front line of relationship building. This team member is responsible for providing exceptional member service through the fast, easy, and accurate establishment of new memberships, opening of new accounts, consumer lending, and account servicing. This team member is highly skilled at creating and developing ongoing member relationships, as well as educating our members on the benefits of the credit union's products and services. This position requires exceptional customer service skills, excellent communication, business and community partnerships, teamwork, collaboration, and goal setting.What You Will Be Doing:

  • Provide Exceptional Member Service in accordance with established matrix.
  • Maintain an up-to-date and extensive knowledge of all credit union products, services, policies and procedures, as well as industry regulations.
  • Assist members with establishing new memberships, opening accounts, consumer lending, and account servicing.
  • Proficient at asking questions/interviewing members about their financial situation.
  • Recognizes, initiates, and refers cross-sell opportunities by sharing the features and benefits of credit union products and services.
  • Proactively seeks out opportunities and asks for commitments.
  • Consistently build and maintain member relationships with 100% adoption of Member 360.
  • Responsible for proactive sales initiatives and achieving personal production goals and objectives (loans, memberships, deposits, etc). Identify follow-up activities in accordance with established procedures and quality standards.
  • Proficient in assisting members with digital banking needs which directly support our relationship per member goals.
  • Takes ownership of member concerns and provides prompt follow-up/resolution.
  • Fill in as a Member Service Associate when needed.
  • Works with minimum support/supervision to resolve problems.
  • Maintain confidentiality and security of member information according to regulatory and organization guidelines and policies.
  • Perform all responsibilities in accordance with company policies and regulatory requirements. Control risk and perform duties in a safe and sound manner.
  • Complete assigned training programs in timely and accurate manner. Attend credit union training sessions, conferences, or seminars if approved by the Branch Manager.
  • Demonstrate and support credit union values and service standards.About You:
    • Excellent written and verbal communication skills
    • Ability to make quality decisions in a timely manner
    • Strong attention to detail
    • Strong organizational, problem-solving and analytical skills
    • Consistently display social skills to relate effectively and professionally to members, the public, colleagues, and all levels of management
    • Provide informed, professional and accurate service and support to all members, departments and colleagues; displaying respect for all areas of diversity and levels of knowledge
    • Ability to manage constantly evolving priorities with versatility, flexibility, and passion
    • Ability to multi-task on numerous projects simultaneously
    • Understand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilitiesWhat You Will Need:
      • High School Degree (or equivalent) required, two-year degree preferred
      • One or more years of similar or related experience
      • Ability to work with varying levels of technology
      • Possess high level of personal integrity and ethics
      • Ability to participate in and support a team environment
      • Support community events and business partnerships
      • Proficient with standard office equipment, MS Office, computer and reporting applications, software, and credit union programs
      • Ability to report for work on time and maintain a schedule of regular attendance
      • Project a professional image at all times
      • Some travel may be required to fulfill duties, career development and/or responsibilitiesOur 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:
        • Competitive Pay
        • Medical, Dental, Vision, and Life Insurance
        • Paid Time Off - Plus 10 Paid Holidays!
        • 401(k) Match
        • Incentive Program
        • Tuition Assistance and Student Loan Repayment
        • Commuter Benefits
        • Paid Time Off to Volunteer in the Community
        • Product discounts
        • Engaging Work Environment
        • Rewards and Recognition ProgramsPhysical requirements:Per the Dictionary of Occupational Titles, this is considered a sedentary position.
          • Frequent sitting (31-70%).
          • Occasional walking and standing (11-30%).
          • Ability to lift up to 10 lbs. frequently, including negligible forces.
          • Ability to lift up to 20 lbs. on a seldom basis.
          • Frequent repetitive hand and wrist motions.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 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 drug screen which includes screening for all drugs considered illegal or controlled by the State of Washington, as well as, a credit/background check and a skills assessment.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.eeo_policy_statement.pdf (

Keywords: Gesa Credit Union, Kennewick , Personal Financial Representative (Personal Banker I), Accounting, Auditing , Kennewick, Washington

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