Personal Banker (Member Service Representative III)
About The Position
The Personal Banker (Member Service Representative III) provides World Class member 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 credit union services. The Personal Banker delivers face-to-face account assistance and consultative services by assessing members’ needs, addressing concerns, and gaining agreement. The position processes new memberships, additional share accounts, savings services, loan requests, and loan fundings; conducts advanced account research and resolves account problems; and completes account and loan documentation according to credit union procedures. The role requires specific knowledge of credit union savings and loan products and services, with developing concentration in a branch specialty such as savings, consumer loans, or real estate loans. Additional work includes maintaining cash and negotiable items, performing file maintenance such as address changes and orders for checks or ATM cards, and possibly serving as a branch liaison to support departments or as a vault custodian. The employee may suggest ways to streamline department and credit union operations and performs other assigned duties. The position must comply with regulatory requirements and assigned training, including applicable BSA regulations.
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 CA DMV pull program may be required depending on assignment.
Responsibilities
- Provide World Class member service to members visiting branch or service center locations.
- Provide face-to-face account assistance and consultative guidance on credit union products and services by assessing member needs, addressing concerns, and gaining agreement.
- Provide detailed information about and promote credit union products and services to build member relationships.
- Process transactions involving savings, consumer loans, real estate loans, and auxiliary credit union services.
- Process new memberships, additional share accounts, savings services, loan requests, and loan fundings.
- Conduct advanced research on accounts and identify and correct member account problems.
- Complete account and loan documentation according to credit union procedures.
- Develop specific knowledge of credit union savings and loan products and services and begin concentrating on a branch specialty area.
- 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 take on vault custodian duties as assigned.
- Provide suggestions for streamlining department and credit union operations.
- Comply with regulatory requirements and assigned training, including BSA regulations applicable to job duties.
- 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
