Personal Banker (Member Service Representative II)

SchoolsFirst Federal Credit Union; Anaheim (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading credit union is seeking a Member Service Representative to provide exceptional service to members at branch locations. The role involves processing transactions, assisting with account inquiries, and maintaining compliance with regulatory standards. Candidates should have a high school diploma and 1-3 years of relevant experience. Join a team committed to delivering world-class service and building strong member relationships.

Qualifications

• 1-3 years of previous related experience required.
• Working knowledge of credit union savings and consumer loan products.

Responsibilities

• Provides World Class Member service to Members visiting branch/service center.
• Processes transactions in savings, loans, and auxiliary services.
• Maintains compliance with regulatory requirements.

Skills

Customer Service

Problem Solving

Communication

Education

High School Diploma or GED

Job description

Provides World Class Member service to Members visiting branch / service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.

1. Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs vault and night drop duties as assigned, assists with the morning and evening preparation of the branch, and other team members as needed throughout the day. Performs other related duties as assigned or requested.
2. Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
3. Processes new memberships, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings as requested by Members. Performs research on accounts, identifies, and corrects Member account problems.
4. 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.
5. All team members must comply 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.
6. Performs other related duties as assigned or requested.

Additional Job Functions

• Performs other duties as assigned.
• Maintains compliance with regulatory requirements, including BSA regulations, relevant to their job duties. Failure to do so may result in disciplinary actions.

Qualifications

• High School Diploma or GED required.
• 1-3 years of previous related experience required.