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Universal Agent / Personal Banker

Company: Provident Credit Union
Location: San Ramon
Posted on: May 25, 2023

Job Description:

The Personal Banker or Universal Agent, as we call them here at Provident Credit Union, will have an advanced working knowledge of all Credit Union products, services and branch operations with the primary responsibility for:

* Developing new deposit and loan business to grow the branch and increase its profitability.

* Seeks out current and potential members for sales, service and referral opportunities by interacting with members inside the branch, and through business development and community activities.

* Proficient in executing teller responsibilities, new account and loan origination, and safety and soundness policies and procedures.

* Provide leadership, training, and support to less experience staff.

* Is a highly motivated self-starter with leadership and time management skills.

* Works under the supervision of the Branch Manager.

*Why Provident:*

Provident Credit Union was established in 1950. We rank among the top 10% of credit unions in the US and was recently named the Best Credit Union in California by Forbes for 2021. We believe having a culture that is accepting, supportive, diverse and inclusive makes us all better. We are a winner of the Bay Area News Group Top Work Place 5 years in a row. Our mission is to Listen, Get Better and Do What's Right for each other and our members.

*Job Duties*

* Prepares personal sales/production reports on a weekly basis to the management team.

* Review in-branch reports for the purpose of increasing activities to meet/exceed individual contributor goals for sales, service and revenue objectives.

* Ensure branch is recognized in local market area through hands-on promotion, e.g. community event volunteer, school volunteer, etc.

* Conduct internal/external business development activities with current and potential employer groups

* Actively participate in marketing activities such as street team events and special events

* Consistently meet or exceed individual production goals and sales objectives set by management

* Work implemented tactics for purposes of member retention, expansion and attraction

* Consistently meet or exceed Provident's service objectives; e-survey results for New Members, Lending, In-Branch Transactions, Raddon's Member Satisfaction Score

* Well versed on company service standards and consistent execution of standards meets minimum requirements at all times. (Secret Shopper and Internal Service Quality Audits)

* All transactions are error free and done right the first time

* Complies with internal security policies and procedures by properly securing all passwords, keys, codes, locking teller drawers, locking computer monitors, etc.

* Maintains member confidentiality at all times by properly securing and safeguarding member records.

* Demonstrates a strong understanding of and compliance with regulations, policies and procedures resulting in no audit findings.

* Properly maintains working access to all member related systems.

*Desired Hours:*

8:30am to 5:30pm - Monday thru Thursday

9:30am to 6:30pm - Friday

8:30am to 2:30pm - Saturday

*Job requirements*

* College Degree or equivalent work experience

* Financial services experience preferred

* Two years of sales and service experience with proven results

* Experience with making effective outbound telephone calls

* Extensive knowledge of products and services offered through the Credit Union preferred

* Knowledge of depository accounts; consumer loans; real estate loans

* Experience in working in a team environment and developing relationships

* Notary license or ability to obtain Notary license within 90 days of hire date.

* NMLS Certification must be completed within 90 days of hire date.

* Excellent listening and speaking skills

* Excellent presentation skills and written communication skills

*Benefits you will enjoy:*

* Fully paid health insurance premiums

* Quality medical, dental and vision care coverage

* 401(k) retirement plan with matching employer contributions up to 150%

* Strong commitment to investing in your career and educational advancement by offering up to 100% tuition reimbursement for approved courses

* Annual Bonus / Profit Sharing

* Generous paid time off and paid holidays

* Flexible spending accounts

* Short and long-term disability coverage

* Life and AD&D insurance

* Provident membership

* Rate discount on home and auto loans

* In-house training

* Opportunity to use our company owed condo located in Maui, HI and Lake Tahoe


Pay Grade is P1. This position is eligible for profit sharing bonus twice a year.

Pay Range - min $52,508.44 mid $66,950.84 max $81,393.24

Join us at Provident Credit Union as a Universal Agent I. Discover new challenges in a rewarding atmosphere that helps you grow professionally.

*What you'll bring to the position:*

* Great energy and a level head.

* The desire and ability to learn new things.

* Good computer skills - and it's a plus if you're familiar with Microsoft Word and Excel.

Get to know our members and our culture while working in several settings. As branch positions open up, you'll have opportunity to apply for them.

*Provident is an Equal Opportunity Employer*

We are a winner of the Bay Area News Group Top Work Place in 2018 - 2022. Check us out on Glassdoor

Job Type: Full-time

Pay: $26.00 - $26.50 per hour

Work Location: One location

Keywords: Provident Credit Union, San Ramon , Universal Agent / Personal Banker, Sales , San Ramon, California

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