Personal Banker II

Job Description

As a Member Financial Specialist, you’ll help UNIFY’s credit union members safeguard their assets!

At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.

Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…)

We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that!

Daily, you will

• Listen to understand members’ needs.
• Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.).
• Provide solutions based on training and available resources.
• Build upon concepts and become a trusted expert.
• Have passion to help and compassion to understand.
• Work in various platforms within the branch.

• Competitive pay:
  Base wage starts at $25 per hour
  .
• A clearly defined career path with promotion opportunities based on your performance.
• Three weeks of job-preparedness training
• A leadership team committed to motivation and a positive environment.
• A culture of inclusivity, belonging and fairness
• Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives
• What we need from you:
• Passion for helping people and an empathetic ear to our member’s needs.
• Thirst for knowledge and desire to grow.
• Ability to build relationships with credit union members and teammates.
• Willingness to make outbound follow-up calls to credit union members.
• Ability to change in daily tasks, procedures, and workspace.
• High school diploma or equivalent
• Computer experience, including ability to type documentation while listening and engaging.

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so we promote a culture where your ideas matter, your growth matters, and you matter.

We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.

The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions.

This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self‑service technologies, and processing standard credit union transactions such as deposits and check cashing as needed.

Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution.

• Respond to new and existing member inquiries, facilitate opening of accounts and recommend related Credit Union products and services based on a financial needs analysis.
• Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele‑consulting.
• Proactively seek, develop and maintain new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans.
• Perform functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines.
• Perform functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies,…