CommunityAmerica Credit Union
Personal Banker - Shoal Creek Branch- Kansas City MO
CommunityAmerica Credit Union, Kansas City, Missouri, United States, 64101
Personal Banker - Shoal Creek Branch- Kansas City MO
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Personal Banker - Shoal Creek Branch- Kansas City MO
role at
CommunityAmerica Credit Union
Summary The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach. Key responsibilities include the sale of products and services to members, including opening new accounts and fundamental lending and auto lending processes, while delivering a personalized and high‑quality member service experience. They are knowledgeable in all products and services offered by the credit union, 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.
Duties & Responsibilities
Build relationships with both 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. Provide 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 but not limited to wealth management, mortgage, insurance and other departments.
Greet members enthusiastically and constantly look for ways to ‘surprise and delight’ them.
Assist members in using and adopting technology including online and mobile banking platforms.
Listen to members to understand needs through consultation, problem‑solving complex issues to resolution by focusing on 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.
Requirements Education and Experience Requirements
Bachelor’s degree or equivalent work experience.
Two or more years’ experience in a financial institution or retail sales position.
Required Knowledge, Skills And Abilities
Member‑focused and able to convey information in an enthusiastic and positive manner.
Effective listening and anticipation of members’ perceived and unperceived needs.
Strong sales and consulting skills.
Demonstrated ability to cross‑sell products and services.
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.
Excellent organizational skills.
Attention to detail and accuracy in handling transactions and maintaining records.
Excellent verbal and written communication skills.
Knowledge of financial institution products and services.
Proficiency in mathematics.
Ability to consult members on appropriate options that meet their financial goals.
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Personal Banker - Shoal Creek Branch- Kansas City MO
role at
CommunityAmerica Credit Union
Summary The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach. Key responsibilities include the sale of products and services to members, including opening new accounts and fundamental lending and auto lending processes, while delivering a personalized and high‑quality member service experience. They are knowledgeable in all products and services offered by the credit union, 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.
Duties & Responsibilities
Build relationships with both 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. Provide 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 but not limited to wealth management, mortgage, insurance and other departments.
Greet members enthusiastically and constantly look for ways to ‘surprise and delight’ them.
Assist members in using and adopting technology including online and mobile banking platforms.
Listen to members to understand needs through consultation, problem‑solving complex issues to resolution by focusing on 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.
Requirements Education and Experience Requirements
Bachelor’s degree or equivalent work experience.
Two or more years’ experience in a financial institution or retail sales position.
Required Knowledge, Skills And Abilities
Member‑focused and able to convey information in an enthusiastic and positive manner.
Effective listening and anticipation of members’ perceived and unperceived needs.
Strong sales and consulting skills.
Demonstrated ability to cross‑sell products and services.
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.
Excellent organizational skills.
Attention to detail and accuracy in handling transactions and maintaining records.
Excellent verbal and written communication skills.
Knowledge of financial institution products and services.
Proficiency in mathematics.
Ability to consult members on appropriate options that meet their financial goals.
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