Personal Banker (Member Service Representative III)
About The Position
The Personal Banker (Member Service Representative III) provides World Class service to Members visiting branch and service center locations. The role provides detailed information about and promotes credit union products and services, builds Member relationships, and processes transactions related to savings, consumer loans, real estate loans, and auxiliary credit union services. The position delivers face-to-face account assistance and consultative services by assessing Member needs, addressing concerns, and gaining agreement. It processes new Memberships, additional share accounts, savings services, loan requests, and loan fundings; conducts advanced account research and resolves account problems; and completes required account and loan documentation in accordance with credit union procedures. The banker has specific knowledge of savings and loan products and services and begins concentrating on a branch specialty area: savings, consumer loans, or real estate loans. Additional duties include maintaining cash and negotiable items, performing file maintenance such as address changes, check orders, and ATM card orders, and potentially acting as a branch liaison to support departments or taking on vault custodian duties. The position may provide suggestions to streamline operations and performs other assigned duties. It must comply with regulatory requirements and assigned training, including applicable BSA regulations. The scheduled workweek is 30 hours. Pay range: $27.02–$39.18.
Requirements
- High school diploma or GED.
- 3–5 years of prior related experience.
- Notary license; candidates who are not already licensed must complete notary training and licensing.
- Participation in the California DMV pull program may be required depending on assignment.
Responsibilities
- Provide World Class service to Members visiting branch and service center locations.
- Provide detailed information about and promote credit union products and services to build relationships.
- Process savings, consumer loan, real estate loan, and auxiliary credit union service transactions.
- Deliver face-to-face account assistance and consult with Members by assessing needs, addressing concerns, and gaining agreement.
- Process new Memberships, additional share accounts, savings services, loan requests, and loan fundings.
- Conduct 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 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.
- 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 applicable BSA regulations.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
High school or GED
