Personal Banker - Seffner

Requirements

• Effective negotiation, sales, and relationship-building skills
• Proven success prospecting, building a pipeline, and closing on sales opportunities
• Identify, recommend, and sell appropriate GTE Financial products and services to create fully engaged financial relationships
• Originate new members through various sources to ensure continued growth for the credit union
• Generate referrals for credit union services: Investment, Insurance, Business Services, Mortgages
• Salesfloor management, by greeting members, directing them to the appropriate areas and ensuring that the member's needs are met
• Gather information, analyze facts and educate members on appropriate products/services to provide one-point resolution
• Demonstrate sound judgment when deciding on loan applications by reviewing and underwriting in a clear and detailed authorization
• Adhere to audit/compliance procedures of the Community Financial Center, while maintaining the highest level of service to our members
• Identify risk for credit union losses through observations of transactions involving potentially fraudulent activity
• Conduct member financial transactions; including originate, process, and closing any consumer loan products
• Observe Credit Union guidelines, policies, and procedures to adhere to compliance regulations, and security standards
• Ensure the completion of regulatory compliance and training specific to sales and service responsibilities for staff
• Exhibit a desire for continuous education to ensure personal growth and achievement to better serve our members
• Participate in meetings, conference calls, and events as assigned

Benefits

• Award-winning team
• Equal Opportunity Employer