Personal Banker - Richmond Heights Branch - St. Louis MO

Overview

Community America Credit Union is the largest credit union in Missouri and has a 30-year history serving the St. Louis County community. We’re expanding in St. Louis to provide more convenient locations and innovative tools to set up our members for success. Join our growing team!

The Person al Banker position involves cultivating meaningful member connections through an engaging and consultative approach. They are knowledgeable in all products and services offered by the credit union and follow policies and procedures to actively prevent fraud, adhere to compliance standards, and ensure accurate information is captured in applicable systems during all member interactions.

• Build relationships with current and prospective members through a consultative sales approach, recommending the right credit union products and services to meet the members’ financial goals. Provide an engaging onboarding experience.
• Process financial transactions, including deposits, withdrawals, loan payments, transfers, and cashier’s checks. Prove cash at the end of the day.
• Open deposit and loan products, capturing needed information in application systems to track member data.
• Provide information and referrals to members seeking other services, including wealth management, mortgage, insurance, and other departments.
• Greet members enthusiastically and look for ways to deliver a memorable service experience.
• Assist members in using and adopting technology, including online and mobile banking platforms.
• Listen to members to understand needs through consultation and problem solving, resolving complex issues with a can-do approach.
• Identify potential member fraud situations and follow reporting processes as needed.
• Meet or exceed individual sales and production goals on a consistent basis.
• Ensure compliance with all applicable laws, policies, and regulations.
• Promote honest and open communication throughout the credit union.
• Other duties as assigned.

• Bachelor’s degree or equivalent work experience
• Two or more years’ experience in a financial institution or retail sales position

• Must be member-focused and able to convey information in an enthusiastic and positive manner.
• Listen effectively and anticipate members’ perceived and unperceived needs.
• Strong sales and consulting skills; demonstrated ability to cross-sell products and services.
• Must possess superior problem-solving skills.
• Ability to work in a fast-paced, team-oriented environment.
• Exceptional time management skills.
• Ability to maintain a high level of confidentiality.
• Organizational skills and attention to detail in handling transactions and maintaining records.
• Ability to communicate effectively in writing and verbally.
• Knowledge of financial institution products and services; proficiency in math.
• Ability to understand all products and services and consult members on appropriate options that meet their financial goals.