Dynamic Floating Personal Banker

Financial-Partners-Credit-Union; Costa Mesa (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

Financial Partners Credit Union is seeking a Floating Personal Banking Officer to support the retail banking team. You will assist members with loan options, explain product features, open accounts, and refer members for planning and investments.

The role includes mortgage/consumer loan processing, membership growth, and promoting CU products while delivering strong customer service across multiple programs and platforms.

Qualifications

• Bachelor’s Degree preferred; 6 months+ related platform sales or financial experience.
• Strong verbal and written communication skills in English.
• Proficient with MS Office (Outlook, Excel, Word).
• Ability to use multiple system programs concurrently.

Responsibilities

• Process mortgage and consumer loan applications, fund loans.
• Grow membership through outside business development efforts and generating new Select Employer Groups.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Present and discuss features and benefits of all CU products and services.
• Educate members on all the services available to them.
• Build multiple service profitable member relationships.

Skills

Platform sales experience

Financial services experience

Verbal and written communications

Education

Bachelor's Degree preferred

Tools

Microsoft Office: Outlook, Excel, Word

Job description

Financial Partners Credit Union is seeking a Floating Personal Banking Officer to support the retail banking team. You will assist members with loan options, explain product features, open accounts, and refer members for planning and investments.

The role includes mortgage/consumer loan processing, membership growth, and promoting CU products while delivering strong customer service across multiple programs and platforms.