Branch Counselor

Page Mechanical Group, Inc.; Burbank (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

Farmers Credit Union is seeking a passionate Branch Counselor for their new flagship Burbank branch and established Woodland Hills branch. This role involves managing member relationships, achieving sales goals, and actively participating in community growth through outbound marketing and personalized service. Candidates should have a high school diploma and at least one year of experience in customer service or sales. This position offers a unique opportunity to impact the member experience and drive financial well-being in the community.

Qualifications

• 1+ year of experience in customer service, sales, and cash handling, preferably in a financial institution.
• Proven success in building relationships and achieving sales goals.
• Ability to float between Burbank and Woodland Hills branches.

Responsibilities

• Float between Burbank and Woodland Hills branches providing support.
• Manage assigned member base to achieve sales goals.
• Pursue membership, share, and consumer loan growth through outbound calls.

Skills

Customer service

Sales activities

Cash handling

Strong communication

Problem-solving

Multitasking

Education

High School Diploma or Equivalent

Job description

Job Summary

At Farmers Credit Union, we are building something bigger—and you can be at the heart of it. As a Branch Counselor (BC), you will be a driving force behind our member experience and growth strategy, floating between our brand-new Burbank branch (located on-site at our Home Office) and our established Woodland Hills branch. You’ll not only ensure that every member’s interaction is positive and educational, but you’ll also play a leading role in driving sales and expanding our member base.

We are seeking someone who thrives on achievement, someone who takes pride in proactively managing their member base to surpass individual and branch sales goals. In this role, your ability to identify additional financial needs and provide thoughtful, customized solutions will set you apart. You will actively seek opportunities to grow membership, shares, and consumer loans through outbound calling, creative marketing, and high‑impact referrals. Your efforts will directly fuel the success of both branches, accelerate our ambitious growth, and help our members achieve greater financial well‑being.

If you’re passionate about helping people, excel in both service and sales, and want to make a visible impact, this is your opportunity to shine at two dynamic branch locations.

Key Responsibilities

• Float between the new Burbank Home Office branch and the Woodland Hills branch, providing coverage and support as needed.
• Take ownership of individual and branch sales goals by actively managing your assigned member base, seeking out additional financial needs, and delivering thoughtful, personalized financial solutions.
• Consistently pursue new opportunities for membership, share, and consumer loan growth through outbound calling, innovative marketing efforts, and effective referrals.
• Serve as an ambassador for the Credit Union’s new flagship Burbank branch, helping establish and grow its presence among both employees and members.
• Assist members with day-to-day transactions including deposits, withdrawals, and transfers, ensuring accuracy and efficiency.
• Respond to member inquiries and provide information in accordance with Credit Union policies and procedures.
• Guide members through the loan process, including gathering documentation, running credit reports, and determining loan rates.
• Balance cash drawer, branch vault, ATM, and negotiable instruments, ensuring all end‑of‑day procedures are completed according to Credit Union requirements.
• Proactively resolve member issues at the first point of contact, delivering a high standard of service.
• Support the Credit Union’s mission, values, and community commitment in every interaction.
• Assist with online/chat channel member inquiries as needed.
• Conduct engaging sales presentations to new and existing Farmers/Select Employer Group employees.
• Enhance the Credit Union’s visibility in the Farmers building and the broader community.

What We’re Looking For

• High School Diploma or Equivalent required.
• At least one year of experience in customer service, sales activities, and cash handling, preferably in a financial institution.
• Business banking experience is a plus.
• Ability to float between Burbank (Home Office – New Branch) and Woodland Hills branches as needed.
• Proven success in building relationships and achieving sales goals.
• Strong communication, problem‑solving, and multitasking abilities.
• A proactive, positive attitude and unwavering commitment to member satisfaction.

Why Join Us?

This is your chance to be a foundational team member at our new flagship Burbank branch while also making an impact at Woodland Hills. You’ll be empowered to drive sales, shape member relationships, and accelerate our growth while helping people achieve financial security and success. If you’re ready to be recognized for your results and grow your career, we want to hear from you.