Personal Banking Officer (Floating)

Financial-Partners-Credit-Union; Costa Mesa (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

Financial Partners Credit Union is seeking a Floating Personal Banking Officer to support the retail banking team. You will assist members with loan options, explain product features, open accounts, and refer members for planning and investments.

The role includes mortgage/consumer loan processing, membership growth, and promoting CU products while delivering strong customer service across multiple programs and platforms.

Qualifications

• Bachelor’s Degree preferred; 6 months+ related platform sales or financial experience.
• Strong verbal and written communication skills in English.
• Proficient with MS Office (Outlook, Excel, Word).
• Ability to use multiple system programs concurrently.

Responsibilities

• Process mortgage and consumer loan applications, fund loans.
• Grow membership through outside business development efforts and generating new Select Employer Groups.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Present and discuss features and benefits of all CU products and services.
• Educate members on all the services available to them.
• Build multiple service profitable member relationships.

Skills

Platform sales experience

Financial services experience

Verbal and written communications

Education

Bachelor's Degree preferred

Tools

Microsoft Office: Outlook, Excel, Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Banking Officer (Floating)

8 days ago Requisition ID: 1037

Salary Range: $20.97 To $31.46 Hourly

Job Description

Financial Partners Credit Union, recognized as aTop Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of theBest Credit Unions to Work For by American Banker and one of theBest Credit Unions in California by Forbes, is seeking a motivated and service-focused professional to join our team as aFloating Personal Banking Officer supporting our retail banking team.

As a Personal Banker, you will be assisting members with various loan options, explaining features of all our products and services, opening accounts and referring members for financial planning, investments and insurance products. Primary duties of this unique opportunity are as follows:

DUTIES:

• Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans.
• Grow membership through outside business development efforts and generating new Select Employer Groups.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Present and discuss features and benefits of all CU products and services
• Educate members on all the services available to them.
• Build multiple service profitable member relationships

EDUCATION/EXPERIENCE:

• Bachelor’s Degree preferred.
• Minimum 6 months of related platform sales experience or financial experience.
• Good verbal and written communications skills. Must be able to read and write English. Must be able to input, extract and read data and Standard English on a PC.
• Proficient in Microsoft Office: Outlook, Excel and Word
• Must be able to use multiple system programs simultaneously

The pay range for this position is listed above. Our pay ranges are designed to allow candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.