Personal Banker (Member Service Representative III)
About The Position
The Personal Banker (Member Service Representative III) provides World Class service to Members visiting branch or service center locations. The role provides detailed information about and promotes credit union products and services, builds Member relationships, and processes transactions involving savings, consumer loans, real estate loans, and auxiliary services. The Personal Banker delivers face-to-face account assistance and consultative service by assessing Member needs, addressing concerns, and gaining agreement. The role processes Memberships, additional share accounts, savings services, loan requests, and loan fundings; researches accounts and resolves account problems; and completes account and loan documentation in accordance with credit union procedures. The position requires knowledge of credit union savings and loan products and services, with developing concentration in a branch specialty area such as savings, consumer loans, or real estate loans. The role maintains cash and negotiable items, performs file maintenance, and may serve as a branch liaison to support departments or take on vault custodian duties. It also contributes suggestions for improving department and credit union operations and complies with regulatory requirements and assigned training, including applicable BSA requirements.
Requirements
- High school diploma or GED.
- 3–5 years of prior related experience.
- Notary license; if not already licensed, completion of notary training and licensing is required.
- Participation in the California DMV pull program may be required depending on assignment.
Responsibilities
- Provide World Class Member service to Members visiting branch and service center locations.
- Provide detailed information about and promote credit union products and services to build relationships.
- Process transactions involving savings, consumer loans, real estate loans, and auxiliary credit union services.
- Deliver face-to-face account assistance and consultative service by assessing Member needs, addressing concerns, and gaining agreement.
- Process new Memberships, additional share accounts, savings services, loan requests, and loan fundings.
- Perform advanced account research and identify and correct Member account problems.
- Complete account and loan documentation according to credit union procedures.
- Maintain knowledge of credit union savings and loan products and services and develop a specialty area in the branch.
- Maintain cash and negotiable items.
- Perform file maintenance, including address changes, check orders, and ATM card orders.
- May act as a branch liaison to support departments and may perform vault custodian duties as assigned.
- Suggest ways to streamline department and credit union operations.
- Comply with regulatory compliance and assigned training requirements, including applicable BSA regulations.
- Perform other duties as assigned or requested.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
High school or GED
