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Personal Banker / Universal Branch Advisor II
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Full-time
- Serves as a well-rounded banking professional by performing a variety of member transactions, including cash/check handling, account opening and servicing, uncovering and matching financial needs to Achieva’s products and services, consumer loan origination and closing, servicing specialty accounts such as Trust and Business Accounts, etc.
- Lives the Brand Frame by always ‘Finding a Way’ to assist, providing ‘VIP’ service, ‘Making it Easy’ to do business, and ‘Learning’ all about internal/external customers while promoting an environment of ‘Trust’.
- Meets loan and sales goals by ‘Connecting’ to our customers and ‘Guiding’ them to solutions that will change their financial lives for GOOD.
- Promotes the benefits of Credit Unions and Achieva in the surrounding community by building a pipeline of raving members, participating in Achieva’s awesome community events, and by taking advantage of business development opportunities.
- Delivers professional and efficient communications for member outreach campaigns including but not limited to calling campaigns, community outreach, relationship building, and Achieva marketing brand strategies including any tracking and/or reporting.
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