Personal Banker (Member Service Representative II)

Schoolsfirst Fcu Home Advantage Program • Palmdale, CA

402d • $47,174 - $68,390

About The Position

The Personal Banker (Member Service Representative II) role at SchoolsFirst Federal Credit Union focuses on delivering exceptional member service while promoting credit union products and services. This position involves processing transactions, maintaining member accounts, and ensuring compliance with regulatory requirements. The role is designed for individuals who are service-oriented and eager to build relationships with members.

Requirements

• High School Diploma or GED required.
• 1-3 years of previous related experience required.

Nice To Haves

• Basic knowledge of real estate products.

Responsibilities

• Provides World Class Member service to Members visiting branch/service center locations.
• Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
• Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards.
• Assists with the morning and evening preparation of the branch and other team members as needed throughout the day.
• Processes new memberships, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings as requested by Members.
• Delivers face-to-face service to Members requesting account assistance.
• Provides consultative services to Members regarding credit union products and services by assessing their needs and addressing concerns.
• Maintains cash and negotiables and performs vault and night drop duties as assigned.
• Complies with regulatory compliance and assigned training requirements, including BSA regulations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED