Personal Banker (Member Service Representative III)
About The Position
The Personal Banker (Member Service Representative III) provides World Class service to members visiting branch and service center locations. The role offers detailed information about credit union products and services and promotes them to build member relationships. It processes transactions involving savings, consumer loans, real estate loans, and auxiliary credit union services. The Personal Banker provides face-to-face account assistance and consultative guidance by assessing member needs, addressing concerns, and gaining agreement. The role processes new memberships, additional share accounts, savings services, loan requests, and loan fundings; conducts advanced account research; identifies and corrects account problems; and completes required account and loan documentation according to credit union procedures. The position requires knowledge of credit union savings and loan products and services, with a developing specialty in a branch area such as savings, consumer loans, or real estate loans. The Personal Banker maintains cash and negotiable items, may support departments as a branch liaison, offers suggestions to improve operations, performs file maintenance, and may take on vault custodian duties. The role also requires compliance with regulatory requirements and assigned training, including applicable BSA requirements.
Requirements
- High school diploma or GED.
- 3–5 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 service to members visiting branch and service center locations.
- Provide face-to-face account assistance and consultative guidance on credit union products and services by assessing member needs, addressing concerns, and gaining agreement.
- Provide detailed information about and promote credit union products and services to build member relationships.
- Process transactions involving savings, consumer loans, real estate loans, and auxiliary credit union services.
- Process new memberships, additional share accounts, savings services, loan requests, and loan fundings.
- Perform advanced research on accounts and identify and correct member account problems.
- Complete documentation for accounts and loans according to credit union procedures.
- Maintain knowledge of credit union savings and loan products and services and develop a specialty area in the branch.
- 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 requirements.
- Perform other duties as assigned or requested.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
High school or GED
