Personal Banker (Member Service Representative III)

SchoolsFirst Federal Credit Union•Anaheim, CA

21h•Onsite

About The Position

The Personal Banker (Member Service Representative III) provides World Class Member service at branch/service center locations. This role involves providing detailed information and promoting credit union products and services to build relationships, processing various transactions related to savings, consumer loans, real estate loans, and auxiliary credit union services. The Personal Banker delivers face-to-face service, offers consultative services by assessing Member needs, addressing concerns, and gaining agreement on products. Responsibilities also include processing new memberships, additional shares accounts, savings services, loan requests, and loan fundings. The position requires performing advanced research on accounts, identifying and correcting Member account problems, and completing all necessary documentation according to credit union procedures. Specific knowledge of credit union savings and loan products is essential, with an opportunity to concentrate on a specialty area. The role also involves maintaining cash and negotiable items, potentially acting as a branch liaison, and suggesting operational streamlining. Compliance with regulatory requirements, including BSA regulations, is mandatory.

Requirements

High School Diploma or GED required
3-5 years of previous related experience required
Participation in the CA DMV pull program may be required depending on assignment

Responsibilities

Provides World Class Member service to Members visiting branch/service center locations.
Provides detailed information and promotes credit union products and services to build relationships.
Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services.
Delivers World Class face-to-face service to Members requesting account assistance.
Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Processes new Memberships, additional shares accounts, savings services, loan requests and loan fundings as requested by Member.
Performs advanced research on accounts, identifies and corrects Member account problems.
Completes documentation for accounts and loans according to credit union procedures.
Has specific knowledge of credit union savings and loan products and services.
Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans).
Maintains cash and negotiable items.
May act as branch liaison to support departments.
Provides suggestions for streamlining department and credit union operations.
Performs other related duties as assigned or requested.
Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
May take on vault custodian duties as assigned.
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.