Personal Banking Advocate

Altaone Federal Credit Union; Tehachapi (CA); On-site; USD 25,000 - 34,000; Full time

Job summary

Altaone Federal Credit Union in Tehachapi, CA is seeking a friendly member service associate to assist Members with a variety of banking services and to advise on how best to utilize products to meet personal financial goals. The role focuses on delivering high-quality customer service.

You will open new accounts, process information, educate members on available services (Visa check card, online banking, ATM usage), and support other transactions.

Qualifications

• Six months to two years of similar or related experience.
• High school degree or GED is required.
• Excellent customer service and communication skills.
• Ability to operate routine office equipment.

Responsibilities

• Open accounts and educate members on services.
• Process IRA certificates opening/closing and rollovers.
• Assist with teller duties and various member services (checks, wires, notary, etc.).
• Assist with CDs and explain penalties/earnings.
• Set up auto transfers, ACH transfers and wires.
• Advise members on additional services to meet goals.

Skills

Customer service

Communication

Teamwork

Education

High School Diploma or GED

Job description

Altaone Federal Credit Union in Tehachapi, CA is seeking a friendly member service associate to assist Members with a variety of banking services and to advise on how best to utilize products to meet personal financial goals. The role focuses on delivering high-quality customer service.

You will open new accounts, process information, educate members on available services (Visa check card, online banking, ATM usage), and support other transactions.