Personal Banker (Member Service Representative III)

SchoolsFirst Federal Credit Union; Mission Viejo (CA); On-site; USD 56,202 - 81,494; Full time

Job summary

SchoolsFirst Federal Credit Union in Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver world-class service at our on-site branch, promote credit union products, and help members with accounts and loans.

The role requires 3–5 years of related experience, a High School Diploma or GED, a Notary license, and may involve CA DMV pull program; strong communication and relationship-building are essential.

Qualifications

• High School Diploma or GED required.
• 3–5 years of previous related experience required.
• Notary License required.
• Participation in the CA DMV pull program may be required depending on assignment.

Responsibilities

• Provide world‑class member service to members visiting branch or service center locations.
• Provide detailed information and promote credit union products and services to build relationships.
• Process transactions in savings, consumer loan, real‑estate loan, and auxiliary credit union service areas.
• Deliver world‑class face‑to‑face service to members requesting account assistance.
• Provide consultative services to members regarding credit union products by assessing their needs, addressing concerns and gaining agreement.
• Process new memberships, additional shares accounts, savings services, loan requests and loan funding as requested by members.
• Perform advanced research on accounts, identify and correct member account problems.
• Complete documentation for accounts and loans according to credit union procedures.
• Maintain knowledge of credit union savings and loan products and services; begin concentration on a specialty area of expertise in branch.
• Maintain cash and negotiable items; act as branch liaison to support departments.
• Provide suggestions for streamlining department and credit union operations.
• Complete file‑maintenance tasks including processing requests for change of address, check orders, and ordering ATM cards.
• May take on vault custodian duties as assigned.
• Perform other duties as assigned or requested, including regulatory compliance and training requirements such as BSA regulations.

Education

High School Diploma or GED

Job description

Personal Banker (Member Service Representative III)

Pay Range: $27.02 - $39.18 per hour. Scheduled weekly hours: 40.

Responsibilities

• Provide world‑class member service to members visiting branch or service center locations.
• Provide detailed information and promote credit union products and services to build relationships.
• Process transactions in savings, consumer loan, real‑estate loan, and auxiliary credit union service areas.
• Deliver world‑class face‑to‑face service to members requesting account assistance.
• Provide consultative services to members regarding credit union products by assessing their needs, addressing concerns and gaining agreement.
• Process new memberships, additional shares accounts, savings services, loan requests and loan funding as requested by members.
• Perform advanced research on accounts, identify and correct member account problems.
• Complete documentation for accounts and loans according to credit union procedures.
• Maintain knowledge of credit union savings and loan products and services; begin concentration on a specialty area of expertise in branch (savings, consumer or real‑estate loans).
• Maintain cash and negotiable items; act as branch liaison to support departments.
• Provide suggestions for streamlining department and credit union operations.
• Complete file‑maintenance tasks including processing requests for change of address, check orders, and ordering ATM cards.
• May take on vault custodian duties as assigned.
• Perform other duties as assigned or requested, including regulatory compliance and training requirements such as BSA regulations.

Qualifications

• High School Diploma or GED required.
• 3–5 years of previous related experience required.
• Notary License required.
• Participation in the CA DMV pull program may be required depending on assignment.

Work Location

100% on‑site; no remote work.

EEO Statement

SchoolsFirst FCU is an equal‑opportunity employer and prohibits discrimination against qualified individuals based on race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. The organization participates in E‑Verify and is committed to fostering a diverse and inclusive workplace. Veterans and individuals with disabilities are encouraged to apply.