Lead Personal Banker: Member Services & Loans Expert

SchoolsFirst Federal Credit Union; Lancaster (CA); On-site; USD 62,000 - 93,000; Full time

Job summary

SchoolsFirst FCU in California seeks a Lead Personal Banker to provide World Class member service, promote credit union products, and manage complex accounts including savings and loans. The role involves leading a team and assisting branch management while maintaining high service standards.

Responsibilities include processing transactions in savings, loans, and real estate products, and resolving complex issues. This is a full-time, on-site role with pay in a posted range based on experience.

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

• Provide World Class member service at branch locations and promote credit union products.
• Process transactions across savings, loans, and related Credit Union services.
• Handle complex situations in the specialty area and assist branch management.
• Streamline department operations and support project and report work.

Education

High School Diploma or GED

Notary License

Tools

CA DMV pull program

Job description

SchoolsFirst FCU in California seeks a Lead Personal Banker to provide World Class member service, promote credit union products, and manage complex accounts including savings and loans. The role involves leading a team and assisting branch management while maintaining high service standards.

Responsibilities include processing transactions in savings, loans, and real estate products, and resolving complex issues. This is a full-time, on-site role with pay in a posted range based on experience.