Financial Wellness Banker: Loans & Small Business in Bannockburn

Financial Wellness Banker: Loans & Small Business in Bannockburn

Bannockburn Full-Time 27000 - 33000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide exceptional service, assess financial needs, and cross-sell loans to members and small businesses.
  • Company: Great Lakes Credit Union, dedicated to empowering financial wellness.
  • Benefits: Competitive pay, flexible hours, and opportunities for professional growth.
  • Other info: Join a supportive team focused on community and member success.
  • Why this job: Make a real difference in people's financial lives while building valuable relationships.
  • Qualifications: Strong communication skills and a passion for helping others with their financial needs.

The predicted salary is between 27000 - 33000 £ per year.

Great Lakes Credit Union is hiring a Personal Banker to provide exceptional member service, assess financial needs, and cross-sell loans and ancillary products.

You will build relationships with members and small businesses, handling deposits, loans, and consultative product recommendations.

You’ll work to meet or exceed sales goals while complying with laws, regulations, and internal controls, using Fi Cep/credit knowledge and strong service orientation.

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Financial Wellness Banker: Loans & Small Business in Bannockburn employer: Lake County Chamber of Commerce

Great Lakes Credit Union is an excellent employer that prioritises employee development and fosters a collaborative work culture. With a focus on financial wellness, employees enjoy comprehensive training opportunities, competitive benefits, and the chance to make a meaningful impact in the community by helping members achieve their financial goals. Located in a vibrant area, the credit union offers a supportive environment where personal and professional growth is encouraged.

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Contact Details:

Lake County Chamber of Commerce Recruitment Team

We think you need these skills to ace Financial Wellness Banker: Loans & Small Business in Bannockburn

Exceptional Member Service
Financial Needs Assessment
Cross-Selling Skills
Relationship Building
Consultative Product Recommendations
Sales Goal Achievement
Compliance Knowledge