Personal Banker (Universal Service Representative): Pacific Plaza

Frontwave Credit Union; Oceanside (CA); On-site; Full time

Job summary

A leading credit union is seeking a Personal Banker (Universal Service Representative) for its Pacific Plaza location. The role involves a variety of teller functions, including processing transactions and assisting members with their financial needs. The position offers competitive pay, comprehensive benefits, and opportunities for career development within a supportive environment.

Benefits

401k matching

Mortgage and auto discounts

Employee Assistance Program

Tuition reimbursement up to $4,000/year

Paid time off (9-27 days per year)

Qualifications

• Experience in a financial institution, especially in cash handling.
• Knowledge of bank products and services.

Responsibilities

• Processes routine transactions like deposits, withdrawals, and loans.
• Interviews members to determine financial needs and recommends products.
• Balances daily transactions and verifies cash totals.

Skills

Customer service

Cross-selling

Cash handling

Education

High School Diploma or GED

Job description

Personal Banker (Universal Service Representative): Pacific Plaza

Join to apply for the Personal Banker (Universal Service Representative): Pacific Plaza role at Frontwave Credit Union

Personal Banker (Universal Service Representative): Pacific Plaza

1 week ago Be among the first 25 applicants

Join to apply for the Personal Banker (Universal Service Representative): Pacific Plaza role at Frontwave Credit Union

Overview

As a Universal Service Representative you are responsible for performing a wide variety of responsibilities related to all teller and USR I functions, including processing deposits, withdrawals, loan payments, new accounts and loans. Balances daily transactions and verifies cash totals. If you enjoy helping people and have experience working in a financial institution, this job is for you!

Overview

As a Universal Service Representative you are responsible for performing a wide variety of responsibilities related to all teller and USR I functions, including processing deposits, withdrawals, loan payments, new accounts and loans. Balances daily transactions and verifies cash totals. If you enjoy helping people and have experience working in a financial institution, this job is for you!

About Frontwave Credit Union:

Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, and San Bernardino counties. Founded in 1952, we have grown to 13 branches with 120,000 members and manage over a billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

What’s In It For You:

Competitive pay, 401k matching, mortgage and auto discounts.

9-27 days of PTO per year (based on tenure) and 10 paid holidays.

Affordable medical, dental, vision health plans, and Flexible Spending Account.

Employee Assistance Program with a variety of services.

Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.

Culture of excellence and continuous improvement.

We strive to be the best place you’ve ever worked!

Responsibilities

Essential Duties and Responsibilities:

Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures.

• Processes routine transactions such as deposits, withdrawals, transfers, issuing cashier’s checks, etc.
• Opens new memberships, all ownerships.Adds/removes joint owners on existing memberships.
• Interviews potential and existing members to determine appropriate products and services to meet their financial needs.
• Actively cross-sells additional products and services to meet member needs.
• Originates and funds unsecured loans (credit card and personal loans/lines). Communicates loan decisions.
• Performs follow-up calls to new and existing members to ensure member satisfaction, answer any questions.
• Answers IRA questions and performs IRA contributions and distributions.
• Demonstrates knowledgeable in providing information and demonstrating alternate delivery channels for member usage including by not limited to: frontwavecu.com, Online banking, EStatements, Mobile Deposits, Bill Pay,
• P2P, Remote Transfers, Express Line, etc.
• Serves as a support to new Universal Service Representatives.
• Participates in end-of-day branch balancing process.
• Demonstrates the ability to be flexible and prioritize workflow.
• Balances, fills, audits ATM/CDM/Recycler as needed
• Maintains cash vault
• Instant issues debit cards
  
  

Qualifications

Education and/or Experience:

High School Diploma or general education degree (GED).

One year financial institution experience in a Teller or similar role with an emphasis on accurate cash handling.

Physical Demands:

Member facing positions at our all branches may require standing. An adequate number of suitable seats shall be placed in reasonable proximity to the work area and employees shall be permitted to use such seats when it does not interfere with the performance of their duties.

Salary Range: $21.40-$32.11

Service Excellence Standards

When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards:

• We see it. We own it. We get it done.
• We ignite positive experiences.
• We do things right every time.
• We are collaborators - united, cohesive and engaged
• We innovate and evolve.
• We create memorable experiences for life.
• We starts with me.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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