- We're looking a Personal Financial Assistant who has experience with customer-focused/deadline-driven/high-energy environment, and who can provide courteous, friendly and professional assistance to their team, and our membership.
- Our ideal candidate will make $19.75 to $20.85 for this role.
- Monday-Friday 8:15 a.m. to 5:15 p.m.
- Rotating Saturdays between 8:45 a.m. to 12:45 p.m.
- We offer time and a half for hours worked on Saturdays.
- Greet and welcome members and visitors to the Credit Union in a prompt and professional manner consistent with service excellence best practices including a handshake, introduction and use of the member's name.
- Identify and recommend products and services based on the member's financial needs upon review of their account or through determining needs based on asking open ended questions.
- Contact prospective members, businesses, community groups and Select Employer Groups (SEGs) to present information on available products and services.
- Attend various community organization meetings to develop new business and create awareness of the credit union.
- Meet or exceed sales and service goals.
- As directed by branch leadership based on staffing requirements, work at other branch and/or in store branch locations.
- Maintain open lines of communication with Branch Manager, Assistant Branch Manager and all staff; work closely with them to ensure exceptional member service delivery.
- Facilitate requests of members and visitors within guidelines established by policies, procedures and regulations.
- Respond to problems and concerns with a sense of urgency in order to maintain and strengthen the relationship between the member and the Credit Union.
- Identify cross-sell opportunities to enhance relationship building with member and provide enhanced services to members by maintaining expert level of knowledge of Credit Union features and benefits, lending guidelines, products and services.
- Maintain working knowledge of all operational and lending procedures and regulatory requirements.
- Adhere to Credit Union policies and procedures, government rules and regulations, and vendor and security guidelines.
- Remain flexible to the changing schedule demands of branch. This may require multiple Saturdays per month, evening hours, etc.
- High school degree or equivalent
- Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.
- Minimum one-year customer service experience, financial industry preferred.
- Working knowledge of Microsoft Office and Windows.
- Basic knowledge of software applications.
- Compliance with Federal Bank Secrecy and Money Laundering rules required.
-
Personal Banker SAFE Act
16 hours ago
Citigroup Inc Las Vegas, United StatesThe Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyal ...
-
Personal Banker Spring Mountain Jones
5 days ago
Wells Fargo Las Vegas, United StatesParticipate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Spring, Cust ...
-
Wells Fargo Las Vegas, United StatesWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Comp ...
-
Client Relationship Consultant 3
3 weeks ago
U.S. Bancorp Las Vegas, United StatesClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client rela Client Relations, Relationshi ...
-
Client Relationship Consultant 2
2 weeks ago
U.S. Bancorp Las Vegas, United StatesClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client rela Client Relations, Relationshi ...
-
Licensed Agent Insurance Representative
2 days ago
Bankers Life Las Vegas, United StatesLicensed Agent Insurance Representative · Location: Las Vegas, NV, United States · Job Category: Licensed Agents · Posted: 13-Jul-2023 · Job Description · Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow o ...
-
Entry Level Financial Representative
2 days ago
Bankers Life Las Vegas, United StatesEntry Level Financial Representative - Insurance Sales · Location: Las Vegas, NV, United States · Job Category: Financial Representative · Posted: 13-Jul-2023 · Job Description · Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitio ...
-
Financial Services Professional
3 days ago
Bankers Life Las Vegas, United StatesFinancial Services Professional - Hybrid Experience · Location: Las Vegas, NV, United States · Job Category: Financial Representative · Posted: 13-Jul-2023 · Job Description · Bankers Life, one of the most respected companies in the Financial Services industry, is seeking am ...
-
Branch Relationship Banker
2 weeks ago
BankTalent HQ Las Vegas, United StatesNevada State Bank, a division of Zions Bancorporation, N.A., was founded on Dec. 9, 1959 by 12 businessmen full of Nevada's pioneering spirit. As a full-service bank, we offer a complete range of consumer, private, and business banking services. Our colleagues regularly volunteer ...
-
Relationship Banker
5 days ago
City National Bank Las Vegas, United StatesRELATIONSHIP BANKER · WHAT IS THE OPPORTUNITY? · This position is responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects ...
-
Nevada Business Services Inc Las Vegas, United StatesGENUBANK ANNOUNCES NEW VICE PRESIDENT BUSINESS RELATIONSHIP OFFICER · Trent Jarvis to Drive Business Growth at Leading Las Vegas Bank · LAS VEGAS (May 23, 2024) – In a strategic effort to expand its business of providing concierge-style banking services for prominent companies, G ...
-
Mortgage Sales Manager
3 weeks ago
Plgnv Las Vegas, United States**Mortgage Sales Manager at Pinnacle Lending Group, Inc.** · Operations | Las Vegas, NV 4 openings · ** Job Description** · **Mortgage Sales Manager** · ****Pinnacle Lending Group, Inc. is a full service direct mortgage banker, specializing in conventional, FHA, VA, Jumbo, an ...
-
Small Business Banker
1 week ago
Western Alliance Bank Las Vegas, United StatesJob Title: · Small Business Banker · Location: · Centennial · What you'll do: · The Small Business Banker is responsible for building strong advisory relationships with small business clients, typically those with annual revenues · The ideal candidate will have a strong bac ...
-
Small Business Banker
2 days ago
Western Alliance Bank Las Vegas, United StatesJob Title: · Small Business Banker · Location: · Centennial · What you'll do: · The Small Business Banker is responsible for building strong advisory relationships with small business clients, typically those with annual revenues · The ideal candidate will have a strong bac ...
-
Small Business Banker
4 weeks ago
Western Alliance Bank Las Vegas, United StatesJob Title: · Small Business Banker · Location: · Hualapai · What you'll do: · The Small Business Banker is responsible for building strong advisory relationships with small business clients, typically those with annual revenues · The ideal candidate will have a strong backg ...
-
Senior Director, Brand Marketing
1 week ago
Anywhere Real Estate Las Vegas, United StatesAnywhere Real Estate · Senior Director, Brand Marketing - U.S. Based Remote · Las Vegas , · Nevada · Apply Now · Reporting to Vice President, Head of Marketing · What really matters to real estate consumers today? If you are a creative marketer eager to answer that question ...
-
Anywhere Real Estate Las Vegas, United StatesAnywhere Real Estate · Franchise Sales Director, Better Homes and Gardens - U.S. Based Remote · Las Vegas , · Nevada · Apply Now · We are currently looking for a Franchise Sales Director, for · Better Homes and Gardens Real Estate, LLC · to cover the following territory · ...
-
Senior Banker
1 week ago
Bank of America Las Vegas, United StatesSenior Banker · Las Vegas, Nevada · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammate ...
-
Sr. Loan Officer
4 weeks ago
sproutwholesale Las Vegas, United States**Sr. Loan Officer (Retail Mortgage) - Remote** · at Sprout Mortgage Las Vegas, Nevada The Mortgage Loan Officer will initiate the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. ...
Personal Banker, Las Vegas, NV - InTouch CU
Description
Job Type
Full-time
Description
Welcome to InTouch Credit Union
The Credit Union is committed to a policy of equal employment opportunity and does not discriminate in the terms, conditions or privileges of employment based on actual or perceived race, religion, color, creed, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), age, genetic information, national origin, ancestry, citizenship status, physical or mental disability, military service and veteran status, sexual orientation, gender identity or gender expression (including transgender status), marital status, or in any other protected classification or status as defined under applicable federal, state or local laws and ordinances.
Requirements
SKILLS AND ABILITIES REQUIRED
Education/Certification:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This work requires the following physical activities:
•Bending, stooping, kneeling, twisting, reaching, finger dexterity grasping, repetitive motions, talking, hearing and visual acuity.
•Standard office environment, uniform temperature, conversational noise level.
•Required to stand or sit for long periods of time when providing member service.
•Ability to lift up to 10 pounds.
Salary Description
$20.85
