Senior Personal Banker - Member Services & Loans (Hybrid)

SchoolsFirst Federal Credit Union; California; On-site; USD 37,000 - 54,000; Full time

Job summary

SchoolsFirst FCU is seeking a Personal Banker (Member Service Representative III) to deliver World Class service at our branch locations. You will handle transactions, promote products, and build lasting relationships with Members.

The role requires 3–5 years of related experience, a High School Diploma or GED, and a Notary License. Occasional CA DMV pull program participation may be required as part of this position.

Qualifications

• High School Diploma or GED is required.
• 3-5 years of prior related experience required.
• Notary License is required (if not already licensed, completing notary training and licensing will be required).
• Participation in the CA DMV pull program may be required depending on assignment

Responsibilities

• Provides World Class Member service to Members visiting branch/service center locations.
• Promotes credit union products and services to build relationships.
• Processes transactions in savings, consumer loans, real estate loans and auxiliary services.
• Delivers face-to-face service to Members requesting account assistance.
• Provides consultative services by assessing needs and addressing concerns.
• Processes Memberships, shares accounts, savings services, loan requests and loan fundings.
• Performs advanced research on accounts and corrects problems.
• Completes documentation for accounts and loans.
• Begins concentration on specialty area of expertise in branch.
• Maintains cash and negotiable items.
• Supports departments as branch liaison.
• Suggests improvements to operations.
• Performs other duties as assigned.
• Performs file maintenance such as address changes, check orders, and ordering ATM cards.
• May take on vault custodian duties
• Provides consultative services by assessing needs and gaining agreement

Skills

World Class Member service

Education

High School Diploma or GED

CA DMV pull program may be required

Tools

Notary license

Job description

SchoolsFirst FCU is seeking a Personal Banker (Member Service Representative III) to deliver World Class service at our branch locations. You will handle transactions, promote products, and build lasting relationships with Members.

The role requires 3–5 years of related experience, a High School Diploma or GED, and a Notary License. Occasional CA DMV pull program participation may be required as part of this position.