Lead Personal Banker (Member Service Representative IV)

Schoolsfirst-Federal-Credit-Union; Lancaster (CA); On-site; USD 41,000 - 62,000; Full time

Job summary

SchoolsFirst FCU in Lancaster, CA is seeking a Lead Personal Banker (Member Service Representative IV) to deliver World Class member service, promote credit union products, and build lasting relationships with Members visiting branch locations.

The role requires 5–7 years of related experience, a High School Diploma or GED, a Notary license, and CA DMV pull program involvement as needed; expect 40 hours weekly, on-site, with opportunities to support real estate and loan transactions.

Qualifications

• High School Diploma or GED required.
• 5-7 years of prior related experience required.
• Notary License required.
• Participation in the CA DMV pull program may be required depending on assignment.

Responsibilities

• 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 Credit Union services.
• Handles most complex situations in specialty area of expertise.
• Acts as lead to assist branch management in functioning of branch.

Skills

World Class Service

Member relationships

Team leadership

Education

High School Diploma or GED

Notary License

CA DMV pull program knowledge

Job description

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

Lead Personal Banker (Member Service Representative IV)

Pay Range: $29.79 - $44.68

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.
• Analyzes consumer loan applications and pertinent Member financial and credit data.
• May have the authority to approve or deny loans within assigned authority level.
• 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 prior related experience required
• Notary License required
• Participation in the CA DMV pull program may be required depending on assignment

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.

We're passionate about living our mission of providing Members with World-Class Personal Service and financial security. There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families who make their work possible. Our success is built on our relationships with each other, our Members and the community. We value teamwork and face-to-face interactions and believe we're at our best when we're collaborating in-person. We also know the flexibility to work remotely benefits the wellbeing of our team.

View the work location information below on the job listing that interests you. 100% on-site, 0% remote. Including those serving Members in-person at our branches. Three days a week in the office and up to two days remote. Hybrid teams coordinate on-site days to collaborate in-person. Up to 100% remote. Select individual contributor roles may be given the option to work fully remote.