Personal Banker (Member Service Representative II)
About The Position
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 team members as needed throughout the day. 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. All team members must comply 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.
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 team members as needed throughout the day.
- 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.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1-10 employees
