Personal Banker/Branch Service Representative

First City Credit Union; Pasadena (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

401k Retirement Plan (matching 5%)

Paid Time Off (PTO)

Paid Holidays

Educational Reimbursement

Job summary

First City Credit Union is seeking a Personal Banker/Branch Service Representative in Pasadena to greet members, handle teller transactions, open new accounts, and assist with loan applications. The role emphasizes customer service and cross-selling financial products while delivering accurate, friendly service at the branch.

The successful candidate will have a high school diploma or GED and at least two years of experience in a financial institution, with strong communication and IT skills,

Qualifications

• High school diploma or GED required.
• Two years of financial institution experience preferred.
• Excellent written and verbal communication, customer service and sales skills.
• Proficiency with MS Word and MS Excel.
• Strong critical thinking skills.

Responsibilities

• Responds to members' requests for information on products and services and refers to appropriate staff when needed.
• Processes deposits, withdrawals, payments and transfers in person, by mail, or by phone at teller stations.
• Processes Visa cash advances and loan payments and updates member address information.
• Opens accounts (IRAs, trusts, term certificates, shares) and maintains records.
• Interviews loan applicants, counsels on consumer loan options, and makes recommendations to Loan Officers.
• Discloses and funds approved loans; explains reasons for denials when applicable.

Skills

Customer service

Sales skills

Communication

Critical thinking

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Job description

The Personal Banker/Branch Service Representative will assume, but not be limited to, the following responsibilities:

• Responds to members' requests for information on various products and services, answers questions, conducts basic research on members' accounts and/or refers members to appropriate individual for solution.
• Receives members at assigned teller station, determines nature of member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone.
• Processes Visa cash advances and loan payments, and updates member address information.
• Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
• Interviews loan applicants, counsel's members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to Loan Officers.
• Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
• Determines members' financial needs and provides products and service information to them that meets those needs.

The successful candidate will possess the following education, knowledge and skillsets:

• High school diploma, GED, or equivalent
• Two years of financial institution experience
• Excellent written and verbal communication, customer service and sales skills
• Personal computer proficiency with Microsoft Word and Excel
• Excellent critical thinking skills

Additional Information:

• Full Time, Mon-Sat, must be available and flexible with schedule

We provide competitive compensation and benefits package that includes:

• Medical, dental, and vision insurance
• Life insurance
• 401k Retirement Plan (matching contribution=5%, immediate vesting)
• Paid Time Off (PTO)
• Paid Holidays
• Educational Reimbursement

"Actual compensation is determined based on experience, education, skills, internal equity, and other job‑related factors."

EOE