Personal Banker (Member Service Representative III)

SchoolsFirst Federal Credit Union; Orange (CA); Presencial; USD 37.000 - 54.000; Jornada completa

Descripción de la vacante

SchoolsFirst FCU is seeking a Personal Banker (Member Service Representative III) to deliver world-class service at our branch locations. You will promote credit union products, process savings, loan and membership transactions, and help Members meet their financial goals while maintaining accuracy and compliance.

The role requires 3–5 years of relevant experience, a High School Diploma or GED, and may require Notary licensing plus CA DMV pull program involvement.

Formación

• 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

Responsabilidades

• Delivers world-class face-to-face service to Members requesting account assistance.
• Processes new Memberships, accounts, loans, and related documentation.
• Gathers and shares information to promote credit union products and services.
• Maintains and balances cash and negotiables; may support other departments.
• Completes documentation for accounts and loans according to procedures.

Conocimientos

Customer service

Sales and cross‑sell

Communication

Financial product knowledge

Problem solving

Educación

High School Diploma or GED

Notary License

Descripción del empleo

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 - $39.18

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, 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.