Personal Banker (Member Service Representative III)

Schoolsfirst-Federal-Credit-Union; Burbank (CA); On-site; USD 37,000 - 54,000; Full time

Job summary

SchoolsFirst FCU in California is seeking a Personal Banker (Member Service Representative III) to deliver World Class member service at our branch/service centers. You will process transactions, assess member needs, and promote credit union products to build relationships.

A strong track record in cash handling and customer service is essential. Notary license may be required; CA DMV pull program participation could be needed depending on the assignment.

Qualifications

• High School Diploma or GED required.
• 3-5 years of related experience required.
• Notary License required.
• Participation in the CA DMV pull program may be required depending on assignment.
• Diversity, Equity, and Inclusive Hiring practices are emphasized.

Responsibilities

• Provides World Class member service to Members visiting branch/service center locations.
• Promotes credit union products and services to build relationships.
• Processes transactions in savings, consumer loans, real estate loans and auxiliary services.
• Completes documentation for accounts and loans per procedures.

Skills

Customer service

Cash handling

Cross-selling

Communication

Education

High school diploma or GED

Job description

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.Personal Banker (Member Service Representative III)The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.Pay Range:$27.02 - $39.18Scheduled Weekly Hours:30What You’ll Be DoingProvides World Class Member service to Members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services.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.Processes new Memberships, additional shares accounts, savings services, loan requests and loan fundings as requested by Member. Performs advanced research on accounts, identifies and corrects Member account problems Completes documentation for accounts and loans according to credit union procedures.Has specific knowledge of credit union savings and loan products and services. Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans).Maintains cash and negotiable items. May act as branch liaison to support departments. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.Completes documentation for accounts and loans according to credit union procedures. Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. May take on vault custodian duties as assigned.Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.Additional Job FunctionsPerforms other duties as assignedComplies 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.QualificationsHigh School Diploma or GED required3-5 years of prior related experience requiredNotary License requiredParticipation in the CA DMV pull program may be required depending on assignmentSchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.This organization participates in E-Verify.