Personal Banker & Member Services Pro (Hybrid)

SchoolsFirst Federal Credit Union; Cerritos (CA); On-site; USD 34,000 - 48,000; Part time

Job summary

SchoolsFirst Federal Credit Union is hiring a Personal Banker to deliver World Class Member service at branch locations in California. The role focuses on building member relationships, promoting credit union products, and processing transactions in savings, loans, and services.

The position requires a high school diploma, 1–3 years of experience, and a Notary license. Some duties include membership processing and consultative service.

Qualifications

• High School Diploma or GED required.
• 1-3 years of prior related experience required.
• Notary License 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.
• Provides information and promotes credit union products and services to build relationships.
• Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
• Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
• Performs vault and night drop duties as assigned, assists with morning and evening preparation of the branch, and other team members as needed throughout the day.
• Performs other related duties as assigned or requested.
• Has working knowledge of credit union savings and consumer loan products and all services.
• Has basic knowledge of real estate products.
• Maintains cash and negotiables.
• Provides suggestions for streamlining department and credit union operations.
• Performs other related duties as assigned or requested.
• Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members.
• 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.

Education

High School Diploma or GED

Notary License

CA DMV pull program participation

Job description

SchoolsFirst Federal Credit Union is hiring a Personal Banker to deliver World Class Member service at branch locations in California. The role focuses on building member relationships, promoting credit union products, and processing transactions in savings, loans, and services.

The position requires a high school diploma, 1–3 years of experience, and a Notary license. Some duties include membership processing and consultative service.