Personal Banker (Member Service Representative III)

SchoolsFirst Federal Credit Union•Los Angeles, CA

2d•Onsite

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 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 Personal Banker delivers face-to-face account assistance and consultative services by assessing Member needs, addressing concerns, and gaining agreement. The position processes new Memberships, additional share accounts, savings services, loan requests, and loan fundings. It conducts advanced account research, identifies and corrects account problems, and completes account and loan documentation in accordance with credit union procedures. The role requires specific knowledge of credit union savings and loan products and services, with developing specialization in a branch area such as savings, consumer loans, or real estate loans. Other duties include maintaining cash and negotiable items, performing file maintenance, potentially serving as a branch liaison or vault custodian, suggesting operational improvements, and completing assigned duties and regulatory compliance training. The listed pay range is $27.02–$39.18. Scheduled weekly hours are 30.

Requirements

High school diploma or GED.
3–5 years of prior related experience.
Notary license; candidates who are not already licensed will be required to complete notary training and licensing.
Participation in the California DMV pull program may be required depending on assignment.

Responsibilities

Provide World Class Member service to Members visiting branch or service center locations.
Provide 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 consult with Members by assessing needs, addressing concerns, and gaining agreement.
Process new Memberships, additional share accounts, savings services, loan requests, and loan fundings.
Research accounts, identify problems, and correct Member account issues.
Complete account and loan documentation according to credit union procedures.
Develop specialty knowledge in a branch area such as savings, consumer loans, or real estate loans.
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.
Suggest ways to streamline department and credit union operations.
Comply with regulatory requirements and assigned training, including applicable BSA regulations.
Perform other related duties as assigned or requested.