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Advia Credit UnionPosted 2 months ago

Personal Banker

$42,598–$51,106 year

On-siteClinton Township, Michigan, United States

Full TimeMedium

Job Summary

Personal Banker responsible for proactively identifying financial solutions for members by engaging with customers in person and via proactive outbound calls. Responsibilities include interviewing existing/potential members, identifying needs, cross-selling Credit Union services, counseling on money management, performing lending functions (including HELOC and business lending), building and maintaining a book of business, managing new accounts, guiding members on electronic services enrollment, and staying informed on policy updates and industry trends. The role emphasizes delivering outstanding member service in line with the credit union’s core values and earning potential through a weekly incentive program. Advia highlights include its status as a large US credit union, bilingual premium for language proficiency, strong benefits, and focus on member well-being and professional growth.

Required Qualifications

  • Experience working in an environment with individual and team goals preferred.
  • Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization.
  • Want to see more?
  • Check us out on our social media for an inside look at what the #advialife is all about.

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