About the Role
The Personal Banker position is a sales-through-service role that identifies opportunities and recommends solutions to benefit members and deepen their relationship with the Credit Union through virtual engagements, defining our brand and establishing enduring connections.
Responsibilities
- Consistently demonstrate a consultative approach to service/sales, identifying member needs, and offering solutions that benefit the member and deepen their relationship with Amplify
- Assist members in opening and managing their financial accounts remotely
- Work hand-in-hand with Business Partners to offer member holistic solutions
- Build and maintains a book of business consisting of potential and existing members
- Comprehend at a high-level company deposit product and consumer loans
- Create new memberships and activate all Amplify's available accounts
- Perform account maintenance and respond to member inquiries
- Make wise decisions that benefit members and further organizational goals by exercising good judgement
- Upholds credit union policies and procedures and champions organizational culture both internally and externally
Requirements
- High School diploma or General Education Degree (GED), plus one year of successful financial institution or sales-related experience required.
- Desire to help others and a willingness to have discussions with members regarding their financial well-being.
- Call Center experience preferred, but not required.
- Must be bondable.
- Knowledge of the use of a personal computer, Microsoft Office products, and the use of a telephone.
- Knowledge and use of a 10-key is helpful.
- Must have reliable internet access of 50MBPS.
- Must be able to work a flexible work schedule, including weekends.
- Must have or quickly obtain working knowledge of Credit Union’s products & services, policies, standard operating procedures, and State and Federal regulations.
Skills
- Personal computer
- Microsoft Office products
- Telephone use
Location
- TX - Parmer HQ - Austin, TX 72727
Work Type
- Full Time
- Remote
Experience Level
- One year of successful financial institution or sales-related experience
Education Level
- High School
Salary/Compensations
- $28.34 Hourly
Benefits
- Medical
- Dental
- 401(k) with a company match of 100% on the first 5% you contribute
- Paid volunteer hours
- Development programs
- Customized volunteer opportunities with our signature partners (Saint Louise House)
- Additional paid time off for volunteer-related activities
- Undergraduate and graduate tuition benefits for eligible full-time and part-time team members
About the Company
- As a growing, tech-focused credit union, Amplify Credit Union delivers value to our members through our products and impact to our community through our profits.
- Named a Top Workplace by the Austin American-Statesman seven years in a row.
- The only full-service financial institution that doesn’t have deposit fees of any kind.
Equal Opportunity
- Amplify is an Equal Employment Opportunity Employer, seeking people from all backgrounds, life experiences, and world views.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
