Personal Banker

Role Overview & Responsibilities

EXCELLENT PAY AND BENEFITS!

Be a part of one of the most successful financial institutions in the country!!

Star One Credit Union is Silicon Valley's largest, member-owned financial institution and offers financial services to more than 121,000 members worldwide. With assets over $11 billion, Star One is the largest credit union based in Silicon Valley and ranked 19th in total assets among more than 4,900 credit unions nationally. For nine years in a row, Star One has been ranked #1 by the Credit Union National Association for providing the highest direct financial benefit to the members we serve.

We offer AMAZING BENEFITS that help keep our employees healthy and shining bright!!!

• 401(k) Plan, Match, and Profit Sharing
• Annual Wellness Benefit
• Education Assistance
• Employee Loan Discounts
• Medical, Dental, and Vision (Effective date of hire)
• Paid Holidays
• Paid Time Off Program
• Staff Incentive Variable Pay (Bonus)

Job Title: Personal Banker

Hours: Monday-Thursday 8:45 am - 5:30 pm, Friday 8:45 am - 6:30 pm, and rotating Saturdays 8:45 am - 2:45 pm (with a day off during the week).

Salary Range: $48,400 - $73,150 per year, which is base pay.
Compensation will be based on candidate qualifications.

COVID-19: At Star One, the health and safety of our employees and members is our number one priority. We follow all of the Santa Clara County protocols.

Job Scope/Duties

• Responsible for providing consultative member support during the new account and consumer loan application process.
• Reviews and analyzes loan applications and supporting documentation.
• Advises members of policies, rates and terms.
• Acts as a primary contact for members by providing application status and collecting documentation.
• Books consumer loans, disburses funds and explains loan documents and approved loan terms.
• Completes member requests for loan modifications.
• Provides account and loan servicing support as needed.
• Stays informed of all products, services and operational procedures.
• Supports community and business development efforts.
• Processes all transaction requests and provides assistance to other branches and departments as needed.

Experience/Minimum Education Requirements

• Two to four years of current and progressive experience within a financial institution, preferably in a personal banking role.
• Sales and service experience in a branch environment is preferred.
• Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience.
• Notary designation required.
• Mortgage Loan Originator (MLO) registration is required upon employment.

Knowledge/Skills/Abilities

• Requires strong written and verbal communications skills.
• Ability to learn and retain banking regulatory information and requirements.
• Must be proficient with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.
• Fosters and maintains a strong service culture by providing excellent internal and external service.
• Ability to work in a fast-paced environment while handling multiple tasks and competing priorities.
• Must be a strong team player with the ability to work in a diverse group or as an individual contributor.

MUST HAVE GOOD CREDIT.

We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled

Job Type: Full-time

Pay: $48,400.00 - $73,150.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid sick time
• Paid time off
• Tuition reimbursement
• Vision insurance

Experience level:

• 2 years
• 4 years

Schedule:

• Monday to Friday
• Rotating shift
• Weekend availability

Ability to commute/relocate:

• Sunnyvale, CA 94089: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Cash handling: 1 year (Required)
• Banking: 2 years (Required)
• Customer service: 1 year (Preferred)

Work Location: In person