Personal Banking Specialist

Are you passionate about providing exceptional financial guidance and cultivating meaningful relationships? Do you possess a keen understanding of commercial loans and the ability to enhance member experiences through cross-selling? FORUM Credit Union is searching for a dynamic Personal Banking Specialist to join the team. As a Personal Banking Specialist, you will play a crucial role in shaping the financial journeys of our members.

What you'll do

• Be the primary contact for internal and external inquiries related to commercial loans and associated products.
• Assess and evaluate member needs to recommend suitable financial products and services, referring to other lines of business as necessary.
• Ensure follow-through on requests for products/services, resolving any concerns promptly.
• Support the application process for new commercial loans, adhering to all lending policies and procedures.
• Assist with opening new consumer account products, following all policies and procedures.
• Maintain current knowledge of Credit Union business and consumer loan and deposit products and services.
• Attend networking functions to increase community awareness of the business services offered by the Credit Union.
• Compile and maintain business lending reports as needed.
• Provide ideas and input for improving consumer and business products.
  
  
  

This might be the job for you if

• You excel in accountability, taking responsibility with a strong sense of ownership.
• You focus on attention to detail, ensuring accuracy in your work.
• You have a strong service orientation, anticipating customer needs.
• You communicate effectively, expressing ideas clearly through multiple channels.
• You possess strong interpersonal skills, building meaningful relationships.
• You demonstrate financial acumen, using financial indicators to make decisions.
• You showcase leadership, achieving results through teamwork and motivation.
  
  
  

What we are looking for

• A two-year college degree or completion of a specialized course of study or extensive in-house training program.
• One to three years of similar or related experience.
• Ability to maintain regular attendance.
  
  
  

Employee Perks

• Competitive Pay
• Student Loan Reimbursement
• Tuition Assistance
• Wellness Programs
• Community Involvement and Paid Volunteer Time
• Professional Development/Award Winning Training Program
• 401K with Match
• Comprehensive Benefits Package
• Generous Paid Time Off
  
  
  

Please note A criminal background screen will be conducted upon hire.

FORUM Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, disability or genetics.