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Sr. Financial Services Advisor; Personal Banker

Job in Kettering, Montgomery County, Ohio, USA
Listing for: MyUSA Credit Union
Full Time position
Listed on 2025-11-25
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services, Financial Sales, Banking Operations
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Sr. Financial Services Advisor (Personal Banker)

MyUSA Credit Union is a $350 million member‑owned financial institution with offices in Middletown, Trenton, Kettering, Moraine, Springfield and Vandalia.

We are seeking interested candidates for a Sr. Financial Services Advisor (Personal Banker – Loans & New Accounts). The role requires an aggressive, enthusiastic, member‑service driven person who is highly motivated to build relationships with members and recommend products and services that best meet their needs.

Responsibilities
  • Interview, counsel, and assist members regarding all of their financial service needs
  • Process open new account and loan requests; service existing accounts
  • Set up new account files and provide members with all necessary information for membership
  • Notify applicants of loan decisions and correspond with members, applicants, and creditors to resolve questions pertaining to application information
  • Maintain knowledge in all aspects of the Credit Union’s products and services
  • Assist in all areas of branch operations on a frequent basis
Qualifications
  • Live the values:
    Positive Empowerment, Compassionate Relationships, Transformative Service, and Collaborative Innovation.
  • High School Diploma or equivalent through coursework, training and/or financial services experience
  • Familiarity with branch operations and financial services products preferred
  • Effective communication skills (oral and written)
  • Excellent interpersonal and organizational skills
  • Strong computer skills and ability to operate standard office machines needed to perform the job such as computer, calculator, copier

MyUSA Credit Union is an equal opportunity employer.

Job Type: Full‑time

Benefits
  • 401(k) Matching
  • Generous Paid Time Off
  • Company‑paid Life, AD&D and Disability Insurance
  • Credit Union membership
  • Health, Dental & Vision insurance
  • Employee Assistance Program
  • Flexible Spending Account
  • Health Savings Account
  • Referral program
Physical setting
  • Office
Schedule
  • Day shift
Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

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