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 shares information about and promotes credit union products and services, processes transactions involving savings, loans, and auxiliary services, and assists members with account needs. It processes new memberships, additional share accounts, savings services, consumer loan requests, and loan fundings; researches accounts and resolves member account problems; performs file maintenance; and maintains cash and negotiable items. The position may also perform vault and night-drop duties, assist with opening and closing branch preparations, and support other team members. The role requires working knowledge of credit union savings and consumer loan products and services, plus basic knowledge of real estate products. Team members must comply with applicable regulations and assigned training requirements, including BSA requirements. Additional listed job functions include providing daily support and coaching to team members, contributing to budgeting and financial objectives, supporting management-team goals, evaluating procedures and controls, coordinating projects, and ensuring compliance with applicable laws and regulations.
Requirements
- High school diploma or GED required.
- One to three years of prior related experience required.
- Notary license; if not already licensed, completing notary training and licensing will be required.
- 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 and deliver face-to-face assistance with account needs.
- Explain and promote credit union products and services, assess member needs, address concerns, and gain agreement through consultative service.
- 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.
- Research accounts and identify and correct member account problems.
- Maintain cash and negotiable items; perform vault and night-drop duties as assigned.
- Assist with morning and evening branch preparation and support other team members as needed.
- Provide suggestions for streamlining department and credit union operations.
- Comply with regulatory requirements and assigned training, including BSA regulations applicable to job duties.
- Additional listed functions include supporting team members through answering questions, resolving problems, communicating expectations, training, coaching, and monitoring performance.
- Additional listed functions include forecasting financial requirements, preparing an annual budget, scheduling expenditures, and analyzing variances.
- Contribute to organizational goals and priorities as a member of the management team, and establish plans with short-term impact aligned with organizational objectives.
- Evaluate operating procedures and policies to support member service, productivity, and internal control.
- Initiate, research, coordinate, and implement projects intended to benefit members, team members, or department operations.
- Ensure compliance with state and federal laws and other applicable regulations, and take actions to support organizational goals and key performance indicators.
- Perform other 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
