Personal Banker II

WHAT YOU'LL DO:

Welcome members into the branch and provide professional expertise in the service and sales of deposit products, loan products and convenient services. You will build rapport, use your knowledge and promote the credit union’s brand of savings, transparency and financial education. You will meet established Credit Union and Branch goals through active participation in sales programs, originate, underwrite and close consumer and home equity loans following Tru Stone Financial policies and procedures and regulations, interpret and process financial inquiries, account openings, service requests and transactions, secure credit union assets, balance transactions and complete necessary reports.

Availability to work 40 hours per week Monday through Friday between the hours of 8:45 am–5:15 pm and rotating Saturdays 8:45 am–1:15 pm at our Oakdale Branch location; non‑exempt.

In addition:

• Bachelor's Degree in Finance, Business Administration or a related field, or four years of equivalent work experience.
• Two years of cash handling experience or experience serving and interacting with customers.
• Previous experience recommending products and plans to improve a customer's financial position, preferred.
• Previous experience underwriting loans, preferred.
• Expert knowledge of banking and/or credit union regulations, preferred.
• Highly‑developed interpersonal skills, a positive attitude and a desire to help people.
• Ability to identify member opportunities for financial improvement, teach financial concepts, communicate recommendations and provide support.
• Ability to analyze and solve situations independently.
• Effective verbal and written communication skills.
• Good decision‑making skills and judgement.
• Ability to perform calculations and proficiency in basic math skills.
• Ability to organize and prioritise work and maintain accurate records.
• A professional and friendly appearance and demeanor.
• Ability to confidently approach prospective members.
• Required to be compliant with Tru Stone Financial's SAFE Act Policy, including fingerprint submission, FBI background check and maintaining NMLS registration.
• Compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass a pre‑employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

The salary range for this position is $23.50–$29.50 per hour. In addition, we offer:

• Competitive pay and incentive programs for all positions.
• Health insurance with the choice of a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full‑time employees with equivalent accrual for part‑time employees. Tenure increases PTO.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organisations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute, plus a 3% safe‑harbour employer contribution after one year of service, which is immediately 100% vested.
• Eligibility for profit‑sharing contributions to your 401(k) account.
• Employer‑paid short‑term and long‑term disability benefits.
• Employer‑provided life insurance up to 2.5× your base salary, with the option to purchase additional coverage for spouse and eligible dependents.
• Reimbursement for higher‑education expenses up to $5,250 per calendar year, including tuition, books and activity fees.
• Career development opportunities – e.g., STEP job shadow programme, Tru Stone Academy certification courses, Mentorship Programme.
• Special employee discounts when you join Tru Stone Financial as a credit union member.
• Employee activities, events, discounts and many other benefits and perks.

Tru Stone Financial Credit Union is an affirmative‑action and equal‑opportunity employer of protected veterans, individuals with disabilities and all protected classes.