Member Services Banking Advisor

Altaone Federal Credit Union; Bakersfield (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

Altaone Federal Credit Union in Bakersfield, CA is seeking a Full Time banking Associate. You will assist members with a wide range of services and advise on how best to utilize products and services to meet personal financial goals, delivering the highest quality customer service.

Responsibilities include opening accounts, processing IRA certificates, handling wires, securing notary services, and providing back-up support to tellers.

Qualifications

• Six months to two years of similar or related experience, including time spent in preparatory positions.

Responsibilities

• Open various new accounts, process necessary information and educate the members as to services/products available as a result.
• Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
• Assist with wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts, etc.
• Assist members with opening CDs and educate members as to penalties, earnings, etc.
• Provide backup to tellers upon request.
• Set up auto transfers and sign up customers for ACH transfers and wires.
• Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Skills

Customer service experience

Banking knowledge

Interpersonal skills

Education

High school degree or GED

Job description

Altaone Federal Credit Union in Bakersfield, CA is seeking a Full Time banking Associate. You will assist members with a wide range of services and advise on how best to utilize products and services to meet personal financial goals, delivering the highest quality customer service.

Responsibilities include opening accounts, processing IRA certificates, handling wires, securing notary services, and providing back-up support to tellers.