Floating Personal Banking Officer


Financial Partners Credit Union is one of the nation’s largest credit unions with a reputation for being financially sound, focused on our members and partners, and growth-oriented. At FPCU, our partners work together with a common vision, “Building Lifetime Financial Partnerships.” In doing so, we promote a culture where your opinions matter, your development matters, and you count. We encourage our partners to challenge themselves to work smarter, be more successful and grow to their potential.  

We are looking for a Floating Personal Banking Officer with a proven track record of success to join the team. As a Floating Personal Banking Officer, you will be assigned to various branches as needed to assist members with their loan options, explaining features of all our products and services, opening accounts and referring members for financial planning, investments and insurance products. Primary duties of this unique opportunity are as follows:  

PURPOSE OF JOB:

Cover gaps in open PBO positions within the Branches and ESOS due to PTO, LOA, Openings. Assist and advise members in the selection and opening of all credit union accounts and loans. Make referrals to CUSO for financial planning, investments and insurance products. Able to present and explain the benefits and features of all CU products and services. Use all member interaction to identify current and future needs. Maintain electronic tickler file for all member follow-up. Ask for the business. Proven performance in meeting individual sales and referral goals.

ESSENTIAL RESPONSIBILITIES:

  • Listen and ask questions to help develop financial solutions for our members through Mini-FiNaping.
  • Present self in a friendly and professional manner.
  • Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
  • Process loan applications, prepare documentation as appropriate and fund loans.
  • Review real estate applications for completeness. Able to discuss real estate rates and process.
  • Proven performance reaching individual sales and referral goals.
  • Listen to members and use credit reports to identify cross sell opportunities using credit reviews.
  • Present and discuss features and benefits of all CU products and services
  • Ask for the business and close the sale.
  • Assist members in using convenient access services, such as Mobile, Bill Pay, Direct Deposit, E Banking, E Quest, PTM, ATM and shared branches.
  • Educate our members on all the services available to them.
  • Telemarket and follow up on approved/not funded loans, new members, and other available opportunities.
  • Use good judgment when establishing new accounts, funding loans and accepting items for deposit to eliminate risk of loss to the credit union.
  • Build multiple service profitable member relationships
  • Prioritize and follow up on work in process and sales opportunities.
  • Work as a team, assisting operations staff as needed.
  • Keep a neat and well organized work area.
  • Represent CU at SEG onsites presenting CU benefits, opening new memberships, accounts, loan applications and identifying cross-sell opportunities.
  • May be asked to lead the branch and branch activities in the absence of the Branch Manager.

EDUCATION/EXPERIENCE:

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Associate’s degree preferred. Must be able to read and write English. Must be able to input, extract and read data and standard English on a PC. Must have previous sales experience. Outlook, Basic Excel, Word. Must be able to toggle between multiple PC applications/programs.

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