Personal Banker (Member Service Representative II)

SchoolsFirst Federal Credit Union•Anaheim, CA

22h•Onsite

About The Position

We’re always looking for diverse, talented, service-oriented people to join our exceptional team. SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring. At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify. We're passionate about living our mission of providing Members with World-Class Personal Service and financial security. There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families who make their work possible. Our success is built on our relationships with each other, our Members and the community.

Requirements

High School Diploma or GED required
1-3 years of previous related experience 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.
Provides information and promotes credit union products and services to build relationships.
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, etc.
Performs vault and night drop duties as assigned.
Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day.
Performs other related duties as assigned or requested.
Has working knowledge of credit union savings and consumer loan products and all services.
Has basic knowledge of real estate products.
Maintains cash and negotiables.
Provides suggestions for streamlining department and credit union operations.
Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members.
Performs research on accounts, identifies and corrects Member account problems.
Delivers World Class face-to-face service to Members requesting account assistance.
Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.