Personal Banker - Santa Clarita, CA

Firefighters First Federal Credit Union; California; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k with match

Job summary

Firefighters First Federal Credit Union is seeking a Financial Service Consultant II (Personal Banker) at our Santa Clarita, CA branch. Join a team dedicated to serving firefighters and their families with a strong focus on member service and financial guidance.

The role includes recommending products, processing consumer loans, handling deposits and accounts, and maintaining accurate cash management. A collaborative environment and community service orientation are valued.

Qualifications

• Minimum 2 years experience as a personal banker or similar role at a credit union or bank
• Experience with consumer loan application and processing
• Experience with account opening and teller transactions
• Strong teamwork and community focus
• Bondable status in accordance with credit union requirements

Responsibilities

• Recommend financial products and services to meet members' needs
• Assist members with completing consumer loan applications
• Process and manage member accounts and deposits, investments, and sub-accounts
• Handle cash transactions, balance drawers, and vault daily totals
• Support a positive, collaborative work environment and uphold service standards
• Uphold the credit union's values and professional standards

Skills

Customer service

Communication

Initiative

Team player

Education

High School Diploma or GED

Tools

Loan applications software

Job description

Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.

Are you ready to empower firefighters and their families to achieve their financial dreams? If so, this is an exciting opportunity to work with a reputable organization dedicated to serving those who serve our communities. Currently, we have an immediate opening in our Santa Clarita, CA branch for a Financial Service Consultant II (Personal Banker) to join our team!

Typical responsibilities:

• Recommend financial products and services to meet members' short and long-term financial needs.
• Assist members with completing consumer loan applications.
• Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), and/or opening new and sub-accounts.
• Process cash transactions for members, maintain cash drawers, and daily balance of vaults and branch cash.
• Contribute to a positive and collaborative work environment, supporting your colleagues and fostering a culture of teamwork and continuous improvement.
• Uphold the credit union's values and brand reputation by demonstrating professionalism, integrity, and dedication in all member interactions.

Basic Qualifications:

• Minimum 2 years experience as a personal banker at a credit union or bank setting
• Proven track record of taking initiative, demonstrating a proactive approach to member interactions, and identifying opportunities for improvement.
• Experience with consumer loan application and processing.
• Experience with account opening and teller transactions.
• A team player mentality, collaborating effectively with colleagues and contributing to a positive work environment.
• Passion for serving the community
• High School Diploma or GED
• All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.

Benefits:

• Competitive salary with a pay for performance bonus
• Fully paid Medical, Dental, and Vision benefits package for employees.
• Fully paid Life insurance, AD&D, short and long-term disability coverage
• 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%
• Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program
• Pet Insurance
• 3 weeks of PTO annually including 2 1/2 days of float time.
• 9 paid holidays plus 2 half days

Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at [e-mail].