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, builds Member relationships, and processes transactions involving savings, loans, and auxiliary credit union services. It includes processing new memberships and additional share accounts, providing savings services, handling consumer loan requests and fundings, researching accounts, and identifying and correcting account problems. The Personal Banker delivers face-to-face and consultative account assistance by assessing Members’ needs, addressing concerns, and gaining agreement. The role performs file maintenance, maintains cash and negotiables, and may perform vault and night drop duties, assist with branch opening and closing preparations, and support other team members. It requires working knowledge of credit union savings and consumer loan products and services, as well as basic knowledge of real estate products. Team members must comply with applicable regulatory requirements and assigned training, including BSA requirements. 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.
- Working knowledge of credit union savings and consumer loan products and services.
- Basic knowledge of real estate products.
- Compliance with regulatory requirements and assigned training, including applicable BSA regulations.
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 related to savings, loans, and auxiliary credit union services.
- Process new memberships, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings as requested by Members.
- Perform account research and identify and correct Member account problems.
- Deliver face-to-face and consultative account assistance by assessing Member needs, addressing concerns, and gaining agreement.
- Perform file maintenance, including address changes, check orders, and ATM card orders.
- Maintain cash and negotiables and perform vault and night drop duties as assigned.
- Assist with morning and evening branch preparation and support other team members throughout the day.
- 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
Full-time
Career Level
Entry Level
Education Level
High school or GED
