Personal Banker: Elevate Members’ Financial Journeys

First City Credit Union; Los Angeles (CA); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

401k Retirement Plan (matching 5%, 0%-

Paid Time Off (PTO)

Paid Holidays

Educational Reimbursement

Job summary

First City Credit Union is seeking a Personal Banker/Branch Service Representative to respond to member inquiries, process routine transactions, and open a variety of accounts. The role includes counseling on loan options and coordinating with Loan Officers as needed.

The ideal candidate has a high school diploma (or GED), two years of financial institution experience, and strong communication and sales skills, plus proficiency with Word and Excel.

Qualifications

• 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.

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, counsels 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.

Skills

Customer service

Sales skills

Written and verbal communication

Critical thinking

Education

High school diploma

GED

Tools

Microsoft Word

Microsoft Excel

Job description

First City Credit Union is seeking a Personal Banker/Branch Service Representative to respond to member inquiries, process routine transactions, and open a variety of accounts. The role includes counseling on loan options and coordinating with Loan Officers as needed.

The ideal candidate has a high school diploma (or GED), two years of financial institution experience, and strong communication and sales skills, plus proficiency with Word and Excel.