Personal Banker Job at TAMPA BAY FEDERAL CREDIT UNION., Tampa, FL

OFRZMUNGaXVCNUMwZW9FaWhnNlJpeTA5NFE9PQ==
  • TAMPA BAY FEDERAL CREDIT UNION.
  • Tampa, FL

Job Description

As a Personal Banker, you play a pivotal role in delivering superior member service and helping members achieve their financial goals. You will be responsible for building and maintaining relationships with members, understanding their financial goals, and recommending appropriate credit union products and services.

Personal Banker Job Responsibilities:

Sales and Revenue Generation

  • Drive sales and revenue growth by proactively identifying opportunities to cross-sell and upsell credit union products and services
  • Meet or exceed sales goals while maintaining a high level of member satisfaction
  • Build rapport and trust with members through personalized interactions and proactive outreach efforts
  • Maintain regular communication with members to provide updates on their accounts, relevant promotions, and educational resources
  • Collaborate with team members and participate in promotional campaigns and sales initiatives such as marketing call lists and community events to maximize business opportunities

Member Relationship Management

  • Develop and nurture strong relationships with members by providing exceptional service and personalized financial advice
  • Proactively engage with members to understand their financial objectives, lifestyle, and preferences
  • Serve as primary point of contact for member inquires, concerns, and transactional needs
  • Tailor communication style and messaging to resonate with diverse member demographics and preferences

Financial Consultation

  • Conduct thorough interviews with members to understand their financial goals, preferences, and current banking needs identifying their short and long-term financial goals
  • Utilize effective questioning techniques to uncover underlying financial needs and opportunities for improvement
  • Recommend credit union products and services that align with members’ needs, including checking accounts, savings accounts, loans, and investment options
  • Educate members on various financial products, services, and digital credit union platforms to enhance their financial literacy and empower informed decision-making

Risk Management and Compliance

  • Adhere to all regulatory requirements, credit union policies, and procedures to ensure compliance and mitigate risks
  • Conduct thorough due diligence and verification processes for account openings, transactions, and documentation

Personal Banker Experience:

  • Two to Five years of similar or related experience, including time spent in preparatory positions
  • Demonstrated aptitude and desire for sales environment
  • Bilingual (English/Spanish) Preferred

Personal Banker Skills:

  • Previous experience in banking, financial services, or customer-facing roles is advantageous
  • Strong interpersonal skills with ability to build rapport and trust with members
  • Excellent communication skills, both verbal and written
  • Demonstrated sales acumen and results-driven mindset
  • Detail-oriented with focus on accuracy and compliance
  • Ability to work effectively in a fast-paced, dynamic environment t and adapt to changing priorities
  • Ability to travel to various locations, if applicable

Great Benefits Package!





PI0fd1952ac86b-30492-28257744

Job Tags

Temporary work,

Similar Jobs

CAMBA

Program Supervisor, Homelessness Prevention Initiative-HomeBase Job at CAMBA

 ...our families are living in poverty, reflecting the challenges faced by nearly 1.7 million New Yorkers today. Program Overview HomeBase provides case management and essential services to at-risk individuals and families to prevent homelessness. Individuals and... 

HealthTrust Workforce Solutions

Licensed Clinical Social Worker Job at HealthTrust Workforce Solutions

 ...Mercer University School of Medicine. At Memorial Health, our care like family culture extends to our patients, our people and our community. We are committed to each other because when we join together, our patients are cared for in the safest and most compassionate way... 

The Loren Austin

Director of Food And Beverage Job at The Loren Austin

 ...delicate place.Yet embrace those things that bring us on.Art, food, wine, and song.Find us, united by a love for life.Its zest,...  ...strategic planning, innovative programming, and collaborative marketing initiatives to enhance the guest experience while increasing financial... 

Insight Global

Data Center Engineer Job at Insight Global

 ...documentation, meetings, inspections, submittals, tracking Site Walks Data Center experience (Low Voltage/High Voltage) Working knowledge...  ..., EPA, PMP, PMI or any other applicable certifications SME level working knowledge in the Control of Hazardous Energy in complex... 

Bartz-Altadonna Community Health Center

Family Medicine Physician Job at Bartz-Altadonna Community Health Center

Summary This position will play vital role in the Health Centers primary care program. Successful candidates will be able to provide comprehensive medical services for patients. The candidate will be responsible for meeting, assessing and diagnosing patients in our clinic...