Communication Skills, Consultative Sales, Credit Union, Cross-Selling, Customer Experience, Detail Oriented, Financial Planning, Follow Through, Loans, Mathematics, Meet Sales Quota, Problem Solving Skills, Retail, Retirement Plan, Sales, Service Delivery, Team Player, Vision Plan
At CommunityAmerica, our mission is simple: to guide our Members and communities on a path to thrive, helping them achieve financial peace of mind and confidently pursue financial freedom. We’re more than a credit union, we’re trusted financial partners, committed to personalized guidance, community impact, and member-centric innovation.
Joining CommunityAmerica means becoming part of an award-winning, purpose-driven culture built on collaboration, growth, and service excellence. We invest in our employees’ growth and success, just as we do for our Members.
Duties & Responsibilities:
Strategic Impact & Member Experience
As a Personal Banker, you will be a trusted partner to our Members, guiding their financial journey, strengthening relationships, and helping them grow through:
- Member-Centered Service – Deliver personalized solutions with a proactive, can-do attitude, meeting Members wherever they are on their financial journey.
- Relationship-Driven Service Deliver- Guide Members through account openings, lending options, and personalized financial solutions using consultative techniques. Build lasting relationships through thoughtful follow-up and goal-aligned strategies that support long-term financial success.
Requirements:
What You’ll Bring
- High school diploma or equivalent required; bachelor’s degree preferred
- Minimum of 2 years of consultative sales experience (financial or retail preferred)
- Proven success in meeting sales/service goals and cross-selling products
- Cash-handling accuracy and attention to detail
- Strong communication, critical thinking, and problem-solving skills
- Comfort with technology and commitment to confidentiality
- Knowledge of financial products and basic math proficiency
- Ability to work independently and thrive in a team-oriented, fast-paced environment
Why CommunityAmerica?
- Competitive Pay
Enjoy a strong base salary plus performance-based incentives through our Performance Sharing Plan. - Comprehensive Benefits
Access health, dental, vision, and retirement plans—with a focus on your physical and mental well-being. - Award-Winning Culture
Join a team that takes pride in its mission and thrives in a meaningful, values-driven environment. - Connection & Collaboration
Be part of a community that fosters caring relationships, teamwork, and mutual support. - Growth & Development
Benefit from clear career pathways and ongoing learning opportunities to help you grow professionally.
Ready to Make a Difference?
If you’re passionate about delivering exceptional service and thrive in a dynamic, fast-paced environment, we’d love to meet you. Apply today and become part of a team that values integrity, growth, and community.
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CommunityAmerica Credit Union