Lead Personal Banker (Member Service Representative IV)

SchoolsFirst FCU; Costa Mesa (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading credit union is seeking a Lead Personal Banker to provide exceptional member service and support the branch management. The role involves processing member transactions, addressing complex issues, and promoting credit union products. Ideal candidates will have 5-7 years of relevant experience and a commitment to diversity and inclusion.

Qualifications

• 5-7 years of related experience required.
• Less than 1 year MSR III experience preferred.

Responsibilities

• Provides world-class member service and detailed information on credit union products.
• Processes transactions in savings and loans, and handles complex member issues.
• Trains new team members in branch operations.

Skills

Customer Service

Problem Solving

Communication

Education

High School Diploma or GED

Job description

Lead Personal Banker (Member Service Representative IV) page is loaded

Lead Personal Banker (Member Service Representative IV)

Apply remote type Onsite locations Costa Mesa, CA time type Full time posted on Posted 7 Days Ago job requisition id JR103869

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Lead Personal Banker (Member Service Representative IV)

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$29.35 - $44.02

Scheduled Weekly Hours:

40 What You’ll Be Doing Provides World Class Member service to Members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services. Handles most complex situations in specialty area of expertise. Acts as lead to assist branch management in functioning of branch.

• Provides suggestions for streamlining department and credit union operations. Assists with completing projects and reports related to the department. Performs other related duties as assigned or requested.
• Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
• Assists the branch with training of new teammembers and cross training of existing teammembers in area of specialty; keeps up to date with policy/procedure updates.
• Acts as department resource for more complex issues including payroll processes, ATM card issues, EFT transactions and checking account problems.
• Provides Members with assistance on trusts, IRAs, deceased, legal, and more sensitive account issues.
• Provides Members with assistance and information on Real Estate products and services. Refers applicants as necessary to Real Estate.
• Acts as department resource for more complex Real Estate transactions.
• Has thorough knowledge of complex savings products and processes including IRAs, deceased and legal.
• Has basic knowledge of Real Estate loan process.
• Assists branch team with face-to-face discussions regarding disputed loan decisions as needed.
• Assists team and Members with complex loan requests and transactions.
• Member financial and credit data. May have the authority to approve or deny loans within assigned authority level.
• Analyzes consumer loan applications and pertinent.
• Has thorough knowledge of consumer loan process.
• Processes new Memberships, additional share accounts, savings services, loan requests and loan fundings as requested by Member.

Additional Job Functions

• Performs other duties as assigned
• Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications

• High School Diploma or GED required
• 5-7 years of previous related experience required
• less than 1 year MSR III experience preferred

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.