Personal Banking Advisor: Build Lasting Member Partnerships

Financial Partners Credit Union; Brea (CA); On-site; USD 30,000 - 40,000; Full time

Job summary

Financial Partners Credit Union in Brea, CA is hiring a Personal Banking Officer. You will build strong member relationships, advise on personal banking products, and identify cross-sell opportunities while ensuring compliant service delivery.

The role focuses on guiding members through savings, loans, credit cards, and investment options, using banking software and digital tools to fulfil transactions and provide excellent customer service.

Qualifications

• High school diploma or equivalent; a bachelor's degree in finance, business, or a related field is preferred.
• Proven experience in personal banking, customer service, or financial advisory roles.
• Strong knowledge of personal finance products, services, and regulatory compliance.
• Excellent communication and interpersonal skills to effectively interact with diverse members.
• Basic proficiency with banking software and Microsoft Office applications.

Responsibilities

• Engage with members to assess financial needs and recommend appropriate personal banking products.
• Manage daily banking transactions and resolve member inquiries or issues promptly and professionally.
• Develop and maintain long-term relationships with members to foster trust and loyalty.
• Participate in SEG on sites with senior PBO/BM/BDO to present credit union benefits and cross-sell opportunities.
• Assist members in using Mobile, Bill Pay, Direct Deposit, E Banking, and other services.
• Process mortgage and consumer loan applications, prepare documentation, and fund loans.
• Collaborate with internal teams to ensure compliant and seamless service delivery.

Skills

Customer service

Communication

Banking software

Regulatory compliance

Sales

Education

High school diploma

Bachelor's degree (finance/business)

Tools

Microsoft Office

CRM systems

Digital banking platforms

Job description

Financial Partners Credit Union in Brea, CA is hiring a Personal Banking Officer. You will build strong member relationships, advise on personal banking products, and identify cross-sell opportunities while ensuring compliant service delivery.

The role focuses on guiding members through savings, loans, credit cards, and investment options, using banking software and digital tools to fulfil transactions and provide excellent customer service.