Personal Banking Concierge

AltaOne Federal Credit Union; Bishop (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

AltaOne Federal Credit Union is seeking a member-facing role to assist with a wide range of banking services and advisory support. The person will guide members on product options and help meet personal financial goals while delivering high-quality service.

Responsibilities include opening new accounts, processing information for various services, assisting with IRA certificates, CDs, wires, and notary duties, and providing backup to tellers as needed.

Qualifications

• Six months to two years of similar or related experience.
• A high school degree or GED is required.
• Courtesy, tact, and diplomacy are essential elements of the job.

Responsibilities

• Open various new accounts and educate members about services/products.
• Explain and expedite opening, closing, transfer and rollover of IRA certificates.
• Assist with a wide range of member services including notary, CDs, Safe Deposit Boxes, checks, and wires.
• Provide backup to tellers and process checks, credit card/loan apps, and fraud resolution.

Skills

Customer service

Interpersonal skills

Education

High School diploma or GED

Job description

AltaOne Federal Credit Union is seeking a member-facing role to assist with a wide range of banking services and advisory support. The person will guide members on product options and help meet personal financial goals while delivering high-quality service.

Responsibilities include opening new accounts, processing information for various services, assisting with IRA certificates, CDs, wires, and notary duties, and providing backup to tellers as needed.