Personal Banker

Position Summary

The Personal Banker plays a pivotal role in delivering exceptional member service. This position requires a professional and personable individual who possesses strong communication skills and a commitment to providing financial solutions that meet our members’ needs and create value in their lives.

Duties & Responsibilities

• Actively support and promote Texas Tech CU’s core values of trust, respect, excellence, kindness, and stewardship
• Serve members and employees pleasantly and professionally.
• Greet and welcome members as they enter the lobby, ensuring a warm and inviting atmosphere.
• Provide prompt, courteous, and efficient service to all members, addressing their inquiries, concerns, and requests in a timely manner.
• Assist members with online and mobile banking, and other services including wires, ACH, debit and credit cards, and basic account inquiries.
• Educate members on our various financial products and services, including checking and savings accounts, loans, credit cards, and investment options.
• Assist in opening new accounts and guiding members through account maintenance procedures.
• Work to achieve individual and branch loan referral goals and assist members in completing loan applications.
• Resolve member complaints and issues effectively, escalating complex problems to the appropriate personnel when necessary.
• Proactively identify opportunities to enhance member satisfaction.
• Adhere to all regulatory guidelines and Texas Tech CU’s policies to ensure compliance and safeguard members’ confidential information.
• Follow security protocols and procedures to minimize risk and fraudulent activities.
• Collaborate with fellow team members, including Virtual Tellers, Consumer Loan Officers, and management, to ensure a seamless member experience.
• Communicate effectively and contribute to a positive work environment.