The Personal Financial Services Representative (PFR) is an entry level position that assists members by establishing new member relationships, opening consumer deposit accounts, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public.
Responsibilities
Provide exceptional member service to all whom we serve
Solve problems, take ownership of member concerns, provide prompt resolutions, and follow up as appropriate
Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members
Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures
Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate
Build and maintain relationships with customers, manage account openings, and provide financial solutions through face‑to‑face interactions and digital channels.
Compensation
Pay Range: $26.92 - $36.54
Responsibilities
Builds and fosters relationships with clients through proactive outreach and follow up
Identifies solutions for new and existing clients based on their needs
Maintains a working knowledge of consumer and business banking products and services
Provides a consistent optimal client experience, including greeting clients and processing basic transactions
Develops collaborative partnerships with branch team members and partners
Requirements
High school diploma or equivalent
Nice to have: sales campaign participation
Nice to have: digital first mindset
Nice to have: advanced recommendation skills
Nice to have: financial services industry experience
Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
Compensation
Pay Range: $30.77 - $41.83
Responsibilities
Builds and fosters relationships with clients through proactive outreach and follow up
Identifies solutions for new and existing clients based on their needs
Maintains a working knowledge of consumer and business banking products and services
Provides a consistent optimal client experience, including greeting clients and processing basic transactions
Develops collaborative partnerships with branch team members and partners
Requirements
High school diploma or equivalent
Nice to have: Sales campaigns
Nice to have: Digital first mindset
Nice to have: Advanced recommendation skills
Nice to have: Financial services industry experience
Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
Compensation
Pay Range: $30.77 - $41.83
Responsibilities
Builds and fosters relationships with clients through proactive outreach and follow up
Identifies solutions for new and existing clients based on their needs
Maintains a working knowledge of consumer and business banking products and services
Provides a consistent optimal client experience, including greeting clients and processing basic transactions
Develops collaborative partnerships with branch team members and partners
Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
Compensation
Pay Range: $29.08 - 35.54
Responsibilities
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
Maintains a working knowledge of consumer and business banking products and services including digital products and services.
Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
Develops collaborative partnerships with branch team members and partners to best serve clients.
Requirements
High school diploma or equivalent
Nice to have: Experience in sales campaigns/promotions
Nice to have: Experience with digital products and self-service technologies
Nice to have: Advanced proficiency in recommending financial solutions
Nice to have: Experience in the financial services industry
Credit ClerkLandry's, LLC. · Lake Charles, US
Credit ClerkLandry's, LLC. · Lake Charles, US
Senior Relationship BankerU.S. Bank National Association · Laguna Hills, US