Banker

• Utilize a sales-through-service approach, using probing questions and active listening to identify member needs
• Recommend solutions that benefit members and deepen their relationship with the Credit Union
• Provide superior banking experiences through virtual engagements
• Assist members in opening and managing financial accounts remotely
• Work with Business Partners to offer holistic member solutions
• Build and maintain a book of business of potential and existing members
• Understand company deposit products and consumer loans
• Create new memberships and activate available accounts
• Perform account maintenance and respond to member inquiries
• Exercise good judgment in decisions that benefit members and organizational goals
• Uphold credit union policies and procedures and champion organizational culture internally and externally

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members

Virtual Banker

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members. Opening accounts, serving members, and deepening relationships through consultative sales and service.

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships
• Identify customer needs and offer financial solutions
• Call leads to create sales opportunities
• Visit businesses to offer workplace banking
• Develop referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

Personal Banker building customer relationships and selling financial solutions for UMB Bank in Albuquerque

Personal Banker I

Personal Banker building customer relationships and selling financial solutions for UMB Bank in Albuquerque.
Handling transactions, cash drawers, lead outreach, workplace banking, and referral development.

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Roving Associate Personal Banker providing customer banking support in various branch locations

Roving Personal Banker

Roving Associate Personal Banker providing personalized banking support across multiple branch locations. Building relationships with customers and assisting with everyday banking needs.

• Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that will meet their needs
• Individually creating and managing a successful loan pipeline with strong closing conversions by focusing time and efforts on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals
• Creating sales opportunities and growing UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Challenging your daily key performance metrics to elevate personal goals, while balancing competing priorities and providing the unparalleled customer experience
• Other duties as assigned

Personal Banker at UMB assisting customers with financial solutions and relationship banking

Personal Banker II

Personal Banker II role at UMB focusing on building customer relationships and recommending financial products. Providing a personalized banking experience and managing loans and customer needs.

• Recommend FFCU financial products and services to members to meet individual member needs.
• Process and manage member accounts and/or open new and sub-accounts.
• Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines.
• Process and manage credit and debit cards.
• Troubleshoot, research, respond, and provide training on member services technology and related issues.
• Work with other employees and departments to ensure member requests are processed for investments, mortgages, business loans, and insurance.
• Participate in special projects and perform other assignments as needed.
• May occasionally travel to attend meetings, conferences, training, or other work-related events.

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union

Virtual Personal Banker

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union. Focus on member service, financial product recommendations, and credit card management.

Banker jobs in New Mexico

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Virtual Banker

Personal Banker I

Roving Personal Banker

Personal Banker II

Virtual Personal Banker