Personal Banker: Member Services & Loans Expert

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

Job summary

SchoolsFirst FCU in California seeks a Personal Banker (Member Service Representative III) to deliver world‑class service and consult with members on credit union products. You’ll process transactions across savings, loans, and related services while maintaining strong relationships and accurate documentation.

The role emphasizes identifying member needs, guiding decisions, and ensuring compliance with procedures. Notary license is required or pursued as part of duties.

Qualifications

• High School Diploma or GED required.
• 3-5 years of prior related experience.
• Notary license required or to be obtained.
• Ability to provide world‑class member service and promote credit union products.

Responsibilities

• Provide world class member service at branch/service centers.
• Promote credit union products and services to build relationships.
• Process transactions in savings, loans, and related services.
• Give consultative guidance on loans and accounts based on member needs.
• Maintain accurate documentation and compliance per procedures.

Skills

Customer service

Communication

Sales ability

Problem solving

Education

High School Diploma or GED

Notary License

Tools

Notary License

Job description

SchoolsFirst FCU in California seeks a Personal Banker (Member Service Representative III) to deliver world‑class service and consult with members on credit union products. You’ll process transactions across savings, loans, and related services while maintaining strong relationships and accurate documentation.

The role emphasizes identifying member needs, guiding decisions, and ensuring compliance with procedures. Notary license is required or pursued as part of duties.