Banker I

Camino Federal Credit Union•Montebello, CA

2d•Onsite

About The Position

This role is responsible for providing exceptional service to our members by handling a wide range of financial transactions and inquiries. The Banker 1 will serve as a trusted advisor, helping members achieve their financial goals through a consultative sales approach and a deep understanding of our credit union's products and services.

Requirements

High school diploma or its equivalent is required
Excellent oral and written communication skills.
Excellent organizational and time management skills, with the demonstrated ability to manage and prioritize multiple tasks while under strict deadlines and constant interruptions.
Ability to maintain a flexible schedule to attend training sessions that are held before or after regular retail hours.
Ability to act in a discrete manner when dealing with sensitive membership information (loan denials, overdrawn accounts, etc.).
A high degree of reasoning ability and good judgment in setting priorities and carrying out duties with supervision.
Ability to make sound decisions regarding branch operations and member relations with confidence and firmness after assembling facts and weighing alternative solutions.

Nice To Haves

Some college is preferred.

Responsibilities

Greet and assist members in a friendly and professional manner, both in-person and over the phone.
Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, loan payments, transfers, and wires.
Open new accounts, including checking, savings, and certificates of deposit, for new and existing members.
Take consumer loan applications, including auto, credit cards, personal lines of credit, signature loans for new and existing members.
Assist members with fraud and dispute claims, including guiding them through the necessary steps to file a claim, explaining the process, and setting expectations for resolution.
Educate members on the features and benefits of our credit union's products and services, such as loans, credit cards, and online banking.
Resolve member inquiries and issues in a timely and effective manner, escalating complex matters to the Branch Manager as needed.
Actively participate in sales activities and campaigns to meet or exceed individual and branch goals.
Identify and act on cross-selling opportunities to deepen member relationships.
Develop and maintain a strong knowledge of our credit union's products, services, and policies.
Build and maintain strong relationships with members to foster loyalty and retention.
Attend community events to build brand awareness.
Adhere to all credit union policies, procedures, and regulatory requirements, including the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations.
Maintain a high level of accuracy and attention to detail in all transactions and documentation.
Balance cash drawer daily and maintain accurate records.
Assist with branch opening and closing procedures as needed.
Other essential functions of the job may be assigned by your supervisor.