Personal Banker (Member Service Representative II)

SchoolsFirst Federal Credit Union•Burbank, CA

20h•Onsite

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, processes transactions and member requests, maintains cash and negotiables, researches and resolves account issues, and provides consultative assistance based on members’ needs. Duties include processing new memberships, share accounts, savings services, consumer loan requests and fundings, and account maintenance such as address changes, check orders, and ATM card orders. The position may also perform vault and night drop duties, assist with branch opening and closing preparation, and support other team members. The posting also describes additional management-oriented functions, including supporting team members through training, coaching, problem resolution, and performance monitoring; preparing budgets and monitoring financial results; contributing to management priorities; implementing short-term plans and operational projects; evaluating procedures and controls; and ensuring compliance with applicable laws, regulations, and credit union policies. All team members must complete assigned regulatory compliance and training requirements, including applicable Bank Secrecy Act requirements. The pay range is $24.56–$35.62 per hour, and the scheduled work week is 30 hours. New-hire offers typically fall between the minimum and midpoint of the pay range, with offers based on qualifications and internal equity.

Requirements

High school diploma or GED.
1–3 years of prior related experience.
Notary license; candidates without a license will be required to complete notary training and licensing.
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 information about and promote credit union products and services to build member relationships.
Process transactions involving savings, loans, and auxiliary credit union services.
Perform file maintenance, including address changes, check orders, and ATM card orders.
Perform vault and night drop duties as assigned and assist with morning and evening branch preparation.
Maintain cash and negotiables.
Process new memberships, additional share accounts, savings services, consumer loan requests, and consumer loan fundings.
Research accounts and identify and correct member account problems.
Provide face-to-face account assistance and consultative services by assessing member needs, addressing concerns, and gaining agreement.
Suggest ways to streamline department and credit union operations.
Support team members by answering questions, resolving problems, communicating expectations, monitoring work, training, coaching, counseling, and disciplining as applicable.
Develop, coordinate, and enforce systems, policies, procedures, and productivity standards.
Forecast financial requirements, prepare an annual budget, schedule expenditures, and analyze variances.
Contribute to organizational goals and priorities as a member of the management team.
Establish and implement plans with short-term impact on business results in alignment 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, applicable regulations, and assigned training requirements, including applicable BSA requirements.
Take necessary actions to achieve organizational goals and key performance indicators.
Perform other related duties as assigned or requested.