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Financial Services Advisor; personal banker

Job in Dale, Morgan County, Ohio, USA
Listing for: MyUSA Credit Union
Full Time position
Listed on 2026-05-25
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services
Job Description & How to Apply Below
Position: Financial Services Advisor (personal banker)
Location: Dale

Location: Kettering Dorothy Lane, OHIO

Job :178

# of Openings:1

We are seeking candidates for a Financial Services Advisor (personal banker) for servicing loans & new accounts at our Kettering location.

This role is best suited for an enthusiastic, member-service driven person who is motivated to serve our members by putting their financial needs and best financial interests first.

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.
  • Knowledge in all aspects of the Credit Union’s products and services
  • Expected to assist in all areas of branch operations on a frequent basis
Qualifications
  • Live the values:
    Positive Empowerment, Compassionate Relationships, Transformative Service, and Collaborative Innovation.
  • Ideal candidate should have a High School Diploma or equivalent through course work, training and/or financial services experience
  • Familiarity with branch operations and financial services products and services preferred
  • Effective communication skills (oral and written)
  • Able to demonstrate 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
  • Several group healthcare program options
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