Retail Banker

Our goal at PenFed is to empower our members to "Do Better" financially. Our mission is to provide our members the tools to reach their financial goals. At PenFed, our members are like family, and we believe that everyone who dreams big and works hard deserves great rates and rewards. If you have a passion for meaningful work and helping others, you belong here!

PenFed is hiring a Retail Banker to work onsite at our San Patricio Branch located in Guaynabo, Puerto Rico. The primary purpose of this job is to extend member relationships by offering appropriate financial solutions and services to meet our members' needs. The incumbent will also train to conduct cash transactions and will be asked to process transactions both accurately and efficiently as needed.

Deliver results by meeting or exceeding goals in a member-centric, results driven environment.

Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service.

Demonstrate member service skills and the ability to resolve problems independently; utilizing critical thinking, and problem-solving skills or escalate as needed to promote member satisfaction.

Utilize industry leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt.

Establish solid relationships with teammates, business partners and internal network by fostering teamwork and collaboration.

Display passion, commitment, and a drive to deliver an experience that improves our members' financial lives by explaining and cross selling all PenFed loan and share products as appropriate.

Demonstrate initiative and a commitment to continuous learning, and the ability to adapt to changing demands and requirements.

Assist members' thorough loan process to include inputting loan applications, reviewing terms and conditions, and disbursement.

Remain knowledgeable of the competitive landscape within the financial services industry.

Strong organizational skills including the ability to manage multiple responsibilities and prioritize.

Provide assistance performing cash transactions when necessary to meet member needs and deliver best in class member experience.

Provide support to other branches to include working weekends and/or extended hours as required to operate the business.

Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business.

Support additional PenFed initiatives to support needs of members, and business.

If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.

Provide in-bound call support, where required.

Equivalent combination of education and experience is considered.

Associate Degree in a related field such as business management, business administration, or finance

Minimum of two (2) year of demonstrated successful sales experience is required.

Minimum of at least six (6) months of cash handling experience.

Experience in financial services and knowledge of financial services industry, products and solutions.

Valid Notary Public, preferred.

Previous phone based customer service experience, preferred.

Bilingual-Spanish/English required.

This position will not supervise employees.

There are no additional certifications required.

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Ability to travel to various worksites and be on-call may be required.