Retail Banker

Job Description

Job Overview

PenFed is seeking a highly motivated and customer-focused Retail Banker to join our team at the Pope Army Airfield branch in North Carolina. This role is crucial for extending and deepening member relationships by providing tailored financial solutions and services. The Retail Banker will also be trained to efficiently and accurately process cash transactions as required.

Responsibilities

(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.)

• Achieve or surpass established goals in a member-centric, results-driven environment.
• Exhibit strong interpersonal skills, including the ability to easily engage in dialogue, convey genuine interest in building and deepening relationships, and commit to delivering personalized service.
• Demonstrate exceptional member service skills, including the ability to independently resolve problems using critical thinking and problem-solving skills, escalating issues as needed to ensure member satisfaction.
• Utilize industry-leading solutions to address the unique life needs of our members, covering areas such as home ownership, wealth management, financial education, and debt management.
• Cultivate strong relationships with teammates, business partners, and the internal network by promoting teamwork and collaboration.
• Display passion, commitment, and a drive to enhance members’ financial lives by effectively explaining and cross-selling all appropriate PenFed loan and share products.
• Demonstrate initiative and a commitment to continuous learning, with the ability to adapt to evolving demands and requirements.
• Guide members through the loan process, including inputting loan applications, reviewing terms and conditions, and facilitating disbursement.
• Maintain up-to-date knowledge of the competitive landscape within the financial services industry.
• Possess strong organizational skills, including the ability to manage multiple responsibilities and prioritize tasks effectively.
• Provide assistance with cash transactions when necessary to meet member needs and deliver a best-in-class member experience.
• Offer support to other branches, which may include working weekends and/or extended hours as required for business operations.
• Maintain a high level of proficiency in operating all internal PenFed systems or platforms, including but not limited to SalesForce, PenTeller, Knowledge, Hogan, and the inbound calls network, to support member and business needs.
• Support additional PenFed initiatives to meet member and business requirements.
• If a Notary Public, responsible for providing Notary Services to members while strictly adhering to all state laws and regulations related to document notarization.
• Provide in-bound call support, where required.

Qualifications

(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 is required.
• 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.
• Experience in using A.I. tools, preferred.

Supervisory Responsibility

This position will not supervise employees.

Licenses and Certifications

There are no additional certifications required.

Work Environment

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.*

Travel

Ability to travel to various worksites due to coverage needs is required.

Benefits

At PenFed, 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.
• Family-friendly benefits like paid parental leave, care support, and fitness center access.
• Financial wellness encouragement through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage.
• Support for growth via education assistance, community involvement, and volunteer opportunities.

Our Purpose

Helping members achieve their dreams since 1935.

Pentagon Federal Credit Union (PenFed) is one of America’s largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed 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. PenFed is federally insured by the NCUA and is an Equal Housing Lender.

Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.

With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.