Retail Banker

Overview

Job Overview Pen Fed is hiring a Retail Banker to work onsite at our DOE Independence branch located in Washington, DC. The primary purpose of this job is to extend member relationships by offering appropriate financial solutions and services to meet our members' needs. The incumbent will also train to conduct cash transactions and will be asked to process transactions both accurately and efficiently as needed.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

• Deliver results by meeting or exceeding goals in a member-centric, results driven environment.
• Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service.
• Demonstrate member service skills and the ability to resolve problems independently; utilize critical thinking and problem-solving skills or escalate as needed to promote member satisfaction.
• Utilize industry leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt.
• Establish solid relationships with teammates, business partners and internal network by fostering teamwork and collaboration.
• Display passion, commitment, and a drive to deliver an experience that improves our members' financial lives by explaining and cross selling all Pen Fed loan and share products as appropriate.
• Demonstrate initiative and a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
• Assist members' through the loan process to include inputting loan applications, reviewing terms and conditions, and disbursement.
• Remain knowledgeable of the competitive landscape within the financial services industry.
• Maintain strong organizational skills including the ability to manage multiple responsibilities and prioritize.
• Provide assistance performing cash transactions when necessary to meet member needs and deliver best in class member experience.
• Provide support to other branches, including working weekends and/or extended hours as required to operate the business.
• Maintain a high level of proficiency in operating internal Pen Fed systems or platforms to include but not limited to Salesforce, Pen Teller, Knowledge, Hogan, inbound calls network, etc., to support member and business needs.
• Support additional Pen Fed initiatives to support member and business needs.
• If Notary Public, provide members Notary Services while adhering to applicable state laws/regulations related to notarization of documents.
• Provide inbound call support, where required.

Equivalent combination of education and experience is considered.

• Associate Degree in a related field such as business management, business administration, or finance
• Minimum of two (2) years of demonstrated successful sales experience
• Minimum of at least six (6) months of cash handling experience
• Experience in financial services and knowledge of financial services industry, products and solutions
• Valid Notary Public, preferred
• Previous phone based customer service experience, preferred
• Bilingual-Spanish preferred

This position will not supervise employees.

There Are No Additional Certifications Required.

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise. Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Ability to travel to various worksites and be on-call may be required.

$21 - $23

At Pen Fed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage.

We also support growth via education assistance, community involvement, and volunteer opportunities.

Helping members achieve their dreams since 1935.

Pentagon Federal Credit Union (Pen Fed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. Pen Fed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. Pen Fed is federally insured by the NCUA and is an Equal Housing Lender.

Pen Fed management will maintain and observe personnel policies which will not…