Inbound Personal Banker (Express Service Associate)

At Space Coast Credit Union (SCCU) , our members are at the heart of everything we do. Since 1951, we’ve been committed to delivering financial services founded on integrity and a people-first philosophy. As the Express Service Associate at our Baytree Headquarters, you will promote SCCU’s financial products by converting incoming and outbound calls from new and existing members into closed sales by providing outstanding service, product and service information, addressing concerns and guiding members to the right fit product. Why Join SCCU? Member-Focused Mission : Be part of a not-for-profit organization that reinvests in its members. Hybrid & Flexible Schedule Options Career Growth : We prioritize internal promotions and offer on-the-job training. Express Service Associate Key Responsibilities Handle outgoing and incoming member phone calls, conduct loan interviews, assesses member needs, and cross sells other SCCU products and services. Provide fast, friendly, effective service to the members. Opens new memberships and looks for opportunities to add-on deposit products for existing members to ensure the retention and profitability of members. Analyzes loan applications, credit bureau reports and member account data to match the member to the appropriate product or service and maximize loan and add-on. Enters the loan or new account application in the loan origination system in accordance with required data entry procedures to meet established quality standards. Monitors pipeline to follow up on pending applications, collects required documentation, and keeps members informed throughout the loan/account process. Meets established productivity standards to ensure efficiency. Participates in regular product, system, and compliance training to maintain knowledge of changes in policies, procedures, and product offerings. Express Service Associate Requirements Minimum 1 to 3 years prior experience in sales and customer service or consumer loan processing/interviewing. Telephone sales preferred. High School plus additional course work gained through attendance at vocational, technical or business school or equivalent experience. Bilingual English/Spanish preferred. Express Service Associate Compensation Starting Salary: $24.74 - $26.20/hour or $51,450 - $54,505/year plus monthly commission Bonus Opportunity: Eligible for ONE SCCU Annual Bonus. Work Schedule Monday – Friday: 8:00 a.m. - 7:00 p.m. Rotating Saturdays: 9:00 a.m. - 3:00 p.m. SCCU Benefits Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program. Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance). Education Support: Tuition reimbursement after one year of service. Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays. Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts! About SCCU Since 1951, Space Coast Credit Union (SCCU) has proudly served our community, growing to over 685,000 members and managing $9 billion in assets. With 67 branches spanning Florida’s east coast, we are the third-largest credit union in the state. In 2025, we expanded into Orange County to better serve the growing East Orlando market. As a not-for-profit financial institution, SCCU is dedicated to putting our members first. Unlike traditional banks, we return profits to our members through better rates, lower fees, and enhanced services. While we offer the same financial products—like checking, savings, and loans—our focus remains on empowering our members and supporting their financial well-being. With local decision-making and a commitment to exceptional service, we strive to make a meaningful difference in the lives of those we serve. At SCCU, we also prioritize our team members by fostering a supportive and collaborative environment that encourages career growth and development. As we continue to grow, we are seeking talented, member-focused professionals to join our team and help deliver innovative financial solutions and outstanding service. I UNDERSTAND this application a legal document for purposes of your employment. Upon acceptance of an offer with SCCU, I UNDERSTAND that I will be required to complete background, employment verifications, and drug screening. I UNDERSTAND further that any misstatements or omissions in this application and pre-employment process can be considered falsification and will result in a decision not to hire me, or to discharge me if discovered after I am hired. I UNDERSTAND that the information requested regarding date of birth, race and sex is for the sole purpose of gathering the above information accurately, and will not be used to discriminate against me in violation of any law. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hired . SCCU is a drug-free workplace. I understand that as a condition of my employment, I will be required to submit to any testing for the presence of drugs, and to submit to any procedure to assess my qualifications for employment. If hired, I ALSO AGREE that if I am hired, my employment is for no definite time and may be terminated at any time without prior notice.