Persona Banker (Universal Service Representative): RDO
About The Position
As a Universal Service Representative you are responsible for performing a wide variety of responsibilities related to all teller and USR I functions, including processing deposits, withdrawals, loan payments, new accounts and loans. Balances daily transactions and verifies cash totals. If you enjoy helping people and have experience working in a financial institution, this job is for you! About Frontwave Credit Union: Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At CVB, a division of Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology. What’s In It For You:Competitive pay, 401k matching, mortgage and auto discounts.9-27 days of PTO per year (based on tenure) and 10 paid holidays.Affordable medical, dental, vision health plans, and Flexible Spending Account.Employee Assistance Program with a variety of services.Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.Culture of excellence and continuous improvement.We strive to be the best place you’ve ever worked!
Requirements
- High School Diploma or general education degree (GED).
- One year financial institution experience in a Teller or similar role with an emphasis on accurate cash handling.
Responsibilities
- Processes routine transactions such as deposits, withdrawals, transfers, issuing cashier’s checks, etc.
- Opens new memberships, all ownerships.Adds/removes joint owners on existing memberships.
- Interviews potential and existing members to determine appropriate products and services to meet their financial needs.
- Actively cross-sells additional products and services to meet member needs.
- Originates and funds unsecured loans (credit card and personal loans/lines). Communicates loan decisions.
- Performs follow-up calls to new and existing members to ensure member satisfaction, answer any questions.
- Answers IRA questions and performs IRA contributions and distributions.
- Demonstrates knowledgeable in providing information and demonstrating alternate delivery channels for member usage including by not limited to: frontwavecu.com, Online banking, EStatements, Mobile Deposits, Bill Pay, P2P, Remote Transfers, Express Line, etc.
- Serves as a support to new Universal Service Representatives.
- Participates in end-of-day branch balancing process.
- Demonstrates the ability to be flexible and prioritize workflow.
- Balances, fills, audits ATM/CDM/Recycler as needed
- Maintains cash vault
- Instant issues debit cards
Benefits
- Competitive pay, 401k matching, mortgage and auto discounts.
- 9-27 days of PTO per year (based on tenure) and 10 paid holidays.
- Affordable medical, dental, vision health plans, and Flexible Spending Account.
- Employee Assistance Program with a variety of services.
- Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.
- Culture of excellence and continuous improvement.
- We strive to be the best place you’ve ever worked!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
