Branch Counselor

Farmers Insurance Federal Credit Union; Los Angeles (CA); On-site; USD 45,000 - 55,000; Full time

Job summary

Farmers Insurance Federal Credit Union is seeking a Branch Counselor in Los Angeles to provide outstanding member service and financial guidance. The role involves performing daily transactions, assisting with loans, and building financial relationships with members. Ideal candidates will have a High School Diploma and at least one year of customer service and sales experience, preferably in a financial institution. Responsibilities include balancing cash drawers, achieving sales goals, and enhancing community awareness. If you're passionate about helping others, this role is for you.

Qualifications

• At least one year experience in customer service, sales activities, and cash handling preferably in a financial institution.
• Business Banking Experience.

Responsibilities

• Assist members through knowledgeable execution of products and services.
• Perform day-to-day transactions including deposits, withdrawals, and transfers.
• Answer member inquiries in accordance with credit union policies.
• Assist members with all aspects of the loan process.
• Balance cash drawer and daily work per credit union requirements.
• Ensure all member issues are handled properly at the first point of contact.
• Build and deepen financial relationships with members.
• Achieve individual sales goals and support branch sales goals.
• Identify opportunities to expand memberships and shares.
• Conduct sales presentations to generate business.
• Provide recommendations to improve awareness in the community.

Skills

Customer service skills

Sales skills

Cash handling

Education

High School Diploma or Equivalent

Job description

Job Summary

Join Farmers Credit Union as a Branch Counselor (BC) and become a driving force behind exceptional member service and meaningful financial guidance. As the heartbeat of the branch, you’ll support members through everyday transactions, offer smart financial solutions, and help cultivate strong, lasting relationships. If you’re passionate about helping people, thrive in a collaborative environment, and are excited by both service and sales, this role is your chance to shine. Step into a position where every interaction matters and where your work truly helps others achieve financial well-being.

Essential Functions

• Assists members of Farmers Credit Union through maintaining and executing knowledge of products and services.
• Performs day-to-day transactions for members including, but not limited to, deposits, withdrawals and transfers.
• Answers member inquiries and provides information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs.
• Assists members with all aspects of the loan process such as gathering necessary documentation, running credit reports, and determining loan rates.
• Balances cash drawer, branch vault, ATM, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements.
• Take personal responsibility to ensure that member issues are handled properly at the first point of contact.
• A BC will use their strong service skills to build and deepen the financial relationships with our members and make every interaction with them an engaging, positive and educational experience.
• Consistently provides a high level of service and is committed to increasing member satisfaction and achieving successful results in the Member Service Surveys.
• Demonstrates adherence to the branch service and standards in addition to enforcement and modeling of our mission statement and core values.
• May provide support to the chat/online channel by assisting with member inquiries.
• Targets and achieves individual sales goals and supports branch sales goals by managing assigned member base and proactively uncovering additional financial needs.
• BCs will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, marketing, and referrals. They will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions.
• Conduct sales presentations to new and existing Farmers/Select Employer Group employees to generate business.
• Provide recommendations to improve the credit union’s awareness in the Farmer’s building and community.

Education

High School Diploma or Equivalent required.

Experience

• At least one year experience in customer service, sales activities, and cash handling preferably in a financial institution.
• Business Banking Experience