Personal Banker (Member Service Representative II)
About The Position
The Personal Banker (Member Service Representative II) provides World Class service to Members visiting branch and service center locations. The role provides information about and promotes credit union products and services to build relationships, processes transactions related to savings, loans, and auxiliary credit union services, and provides consultative assistance by assessing Member needs, addressing concerns, and gaining agreement. The position processes new memberships, additional share accounts, savings services, consumer loan requests and fundings, and account-maintenance requests such as address changes, check orders, and ATM card orders. It researches accounts and identifies and corrects Member account problems. The role also maintains cash and negotiables, performs vault and night-drop duties as assigned, and helps prepare the branch in the morning and evening. It requires working knowledge of credit union savings and consumer loan products and basic knowledge of real estate products. Team members must comply with applicable regulatory requirements and assigned training, including BSA regulations relevant to their duties. Other related duties may be assigned or requested.
Requirements
- High school diploma or GED.
- 1–3 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 information about and promote credit union products and services to build Member relationships.
- Process transactions involving savings, loans, and auxiliary credit union services.
- Process new memberships, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings.
- Perform file maintenance, including address changes, check orders, and ATM card orders.
- Perform vault and night-drop duties as assigned and assist with morning and evening branch preparation.
- Maintain cash and negotiables.
- Research accounts and identify and correct Member account problems.
- Provide consultative, face-to-face service by assessing Member needs, addressing concerns, and gaining agreement on appropriate products and services.
- Provide suggestions for streamlining department and credit union operations.
- Comply with regulatory requirements and assigned training, including applicable BSA regulations.
- Perform other related duties as assigned or requested.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
