Personal Banker (Member Service Representative III)

SchoolsFirst Federal Credit Union•Orange, CA

1d•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 involving savings, consumer loans, real estate loans, and other credit union services. It delivers face-to-face assistance and consultative service 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, completes account and loan documentation, and performs file maintenance such as address changes, check orders, and ATM card orders. The Personal Banker maintains cash and negotiable items, may serve as a branch liaison to support departments or as a vault custodian, and begins developing expertise in a branch specialty area such as savings, consumer loans, or real estate loans. The role also suggests operational improvements and performs other assigned duties. The position requires compliance with applicable regulatory requirements and assigned training, including BSA regulations related to the role. The scheduled workweek is 30 hours. The listed pay range is $27.02–$39.18; actual offers depend on the candidate’s qualifications and internal equity.

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 Member service to Members visiting branch and service center locations.
Provide detailed 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.
Provide face-to-face account assistance and consultative services by assessing Member needs, addressing concerns, and gaining agreement.
Process new Memberships, additional share accounts, savings services, loan requests, and loan fundings.
Research accounts, identify and correct Member account problems, and complete account and loan documentation according to credit union procedures.
Develop expertise in a branch specialty 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.