Personal Banker (Member Service Representative III)

SchoolsFirst Federal Credit Union; California; On-site; USD 37,000 - 54,000; Full time

Job summary

SchoolsFirst FCU is seeking a Personal Banker (Member Service Representative III) to deliver World Class service at our branch locations. You will handle transactions, promote products, and build lasting relationships with Members.

The role requires 3–5 years of related experience, a High School Diploma or GED, and a Notary License. Occasional CA DMV pull program participation may be required as part of this position.

Qualifications

• High School Diploma or GED is required.
• 3-5 years of prior related experience required.
• Notary License is required (if not already licensed, completing notary training and licensing will be required).
• Participation in the CA DMV pull program may be required depending on assignment

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.
• Delivers face-to-face service to Members requesting account assistance.
• Provides consultative services by assessing needs and addressing concerns.
• Processes Memberships, shares accounts, savings services, loan requests and loan fundings.
• Performs advanced research on accounts and corrects problems.
• Completes documentation for accounts and loans.
• Begins concentration on specialty area of expertise in branch.
• Maintains cash and negotiable items.
• Supports departments as branch liaison.
• Suggests improvements to operations.
• Performs other duties as assigned.
• Performs file maintenance such as address changes, check orders, and ordering ATM cards.
• May take on vault custodian duties
• Provides consultative services by assessing needs and gaining agreement

Skills

World Class Member service

Education

High School Diploma or GED

CA DMV pull program may be required

Tools

Notary license

Job description

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Personal Banker (Member Service Representative III)

Pay Range: $27.02 - $39.18

Scheduled Weekly Hours: 30

What You’ll Be Doing

• Provides 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 Functions

• Performs other duties as assigned.
• Complies 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.

Qualifications

• High School Diploma or GED required
• 3-5 years of prior related experience required
• Notary License (if not already licensed, completing notary training and licensing will be required)
• Participation in the CA DMV pull program may be required depending on assignment

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At 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.

We're passionate about living our mission of providing Members with World-Class Personal Service and financial security.

There's a reason we love coming to work every day.

We have the privilege of serving those who build the future: school employees, and the families who make their work possible.

Our success is built on our relationships with each other, our Members and the community.

We value teamwork and face‑to‑face interactions and believe we’re at our best when we’re collaborating in‑person. We also know the flexibility to work remotely benefits the wellbeing of our team.

100% on-site, 0% remote. Including those serving Members in-person at our branches.

Three days a week in the office and up to two days remote.

Hybrid teams coordinate on‑site days to collaborate in‑person.

Up to 100% remote.

Select individual contributor roles may be given the option to work fully remote.