Hybrid/Remote-Friendly Personal Banker

SchoolsFirst Federal Credit Union; Florida; Sur place; USD 37 000 - 54 000; Plein temps

Résumé du poste

SchoolsFirst FCU in Florida is seeking a Personal Banker (Member Service Representative III) to deliver World Class member service, promote credit union products, and process transactions across savings and loan services at branch locations.

The role emphasizes consultative service, memberships processing, and documentation with a focus on relationship-building and community engagement. On-site role with a 30-hour work week, with some flexibility in remote options depending on location.

Qualifications

• High School Diploma or GED required.
• 3-5 years of prior related experience required.
• Notary License (if not already licensed, completing notary training and licensing will be required)
• Participation in the CA DMV pull program may be required depending on assignment

Responsabilités

• Provides World Class Member service to Members visiting branch/service center locations.
• Promotes credit union products and services to build relationships.
• Processes transactions in savings, consumer loans, real estate loans and auxiliary services.
• Delivers World Class face-to-face service to Members requesting account assistance.
• Provides consultative services to Members by assessing needs and gaining agreement.
• Processes new Memberships, additional shares accounts, savings services, loan requests and loan fundings.
• Performs advanced research on accounts, identifies and corrects Member account problems.
• Completes documentation for accounts and loans according to procedures.
• Maintains knowledge of credit union savings and loan products and services.
• Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans).
• May act as branch liaison to support departments.
• Provides suggestions for streamlining department and credit union operations.
• Performs other related duties as assigned or requested.
• Completes documentation for accounts and loans according to credit union procedures.
• Performs file maintenance including change of address, check orders, ATM cards.

Connaissances

Customer service

Communication

Formation

High School Diploma or GED

Notary license (if applicable)

Description du poste

SchoolsFirst FCU in Florida is seeking a Personal Banker (Member Service Representative III) to deliver World Class member service, promote credit union products, and process transactions across savings and loan services at branch locations.

The role emphasizes consultative service, memberships processing, and documentation with a focus on relationship-building and community engagement. On-site role with a 30-hour work week, with some flexibility in remote options depending on location.