Personal Banker

Position Summary

 

The Personal Banker plays a pivotal role in delivering exceptional member service. This position requires a professional and personable individual who possesses strong communication skills and a commitment to providing financial solutions that meet our members’ needs and create value in their lives.

 

Duties & Responsibilities

 

• Actively support and promote Texas Tech CU’s core values of trust, respect, excellence, kindness, and stewardship
• Serve members and employees pleasantly and professionally.
• Greet and welcome members as they enter the lobby, ensuring a warm and inviting atmosphere.
• Provide prompt, courteous, and efficient service to all members, addressing their inquiries, concerns, and requests in a timely manner.  
• Assist members with online and mobile banking, and other services including wires, ACH, debit and credit cards, and basic account inquiries.
• Educate members on our various financial products and services, including checking and savings accounts, loans, credit cards, and investment options. 
• Assist in opening new accounts and guiding members through account maintenance procedures.
• Work to achieve individual and branch loan referral goals and assist members in completing loan applications.
• Resolve member complaints and issues effectively, escalating complex problems to the appropriate personnel when necessary. 
• Proactively identify opportunities to enhance member satisfaction.
• Adhere to all regulatory guidelines and Texas Tech CU’s policies to ensure compliance and safeguard members’ confidential information.
• Follow security protocols and procedures to minimize risk and fraudulent activities.
• Collaborate with fellow team members, including Virtual Tellers, Consumer Loan Officers, and management, to ensure a seamless member experience.
• Communicate effectively and contribute to a positive work environment.

Qualifications

Skills & Qualifications

 

• High school diploma or equivalent; additional education in finance or related fields is a plus.
• Bilingual in English/Spanish preferred.
• Two years of experience in a financial institution or similar environment preferred.
• Must possess a service-oriented attitude and strong member service skills.
• Ability to maintain effective communication consistently and effectively.
• Possess excellent organizational, time management, and interpersonal skills.
• Detail-oriented, organized, and capable of multitasking in a fast-paced environment.
• Commitment to upholding ethical standards, confidentiality, and compliance with regulations
• Ability to stand for extended periods of time and occasionally lift moderate-weight items.

 

 

 

This job description is intended to provide a high-level of general requirements for this position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure proper operations.