Bilingual (English/Spanish) Personal Banker

TAMPA BAY FEDERAL CREDIT UNION.•Tampa, FL

About The Position

As a Bilingual (Eng/Sp) Personal Banker, you play a pivotal role in delivering superior member service and helping members achieve their financial goals. You will be responsible for building and maintaining relationships with members, understanding their financial goals, and recommending appropriate credit union products and services.

Requirements

Two to Five years of similar or related experience, including time spent in preparatory positions
Demonstrated aptitude and desire for sales environment
Bilingual (English/Spanish) Required

Responsibilities

Drive sales and revenue growth by proactively identifying opportunities to cross-sell and upsell credit union products and services
Meet or exceed sales goals while maintaining a high level of member satisfaction
Build rapport and trust with members through personalized interactions and proactive outreach efforts
Maintain regular communication with members to provide updates on their accounts, relevant promotions, and educational resources
Collaborate with team members and participate in promotional campaigns and sales initiatives such as marketing call lists and community events to maximize business opportunities
Develop and nurture strong relationships with members by providing exceptional service and personalized financial advice
Proactively engage with members to understand their financial objectives, lifestyle, and preferences
Serve as primary point of contact for member inquires, concerns, and transactional needs
Tailor communication style and messaging to resonate with diverse member demographics and preferences
Conduct thorough interviews with members to understand their financial goals, preferences, and current banking needs identifying their short and long-term financial goals
Utilize effective questioning techniques to uncover underlying financial needs and opportunities for improvement
Recommend credit union products and services that align with members’ needs, including checking accounts, savings accounts, loans, and investment options
Educate members on various financial products, services, and digital credit union platforms to enhance their financial literacy and empower informed decision-making
Adhere to all regulatory requirements, credit union policies, and procedures to ensure compliance and mitigate risks
Conduct thorough due diligence and verification processes for account openings, transactions, and documentation