Personal Banking Officer (Floating)

Financial Partners Credit Union • Costa Mesa, CA

12d

About The Position

Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the
Orange County Register, and the Los Angeles Times, and named one of the Best
Credit Unions to Work For by American Banker and one of the Best Credit Unions
in California by Forbes, is seeking a motivated and service-focused professional
to join our team as a Floating Personal Banking Officer supporting our retail
banking team.
As a Personal Banker, you will be assisting members with various loan options,
explaining features of all our products and services, opening accounts and
referring members for financial planning, investments and insurance products.

Requirements

• Bachelor’s Degree preferred.
• Minimum 6 months of related platform sales experience or financial experience.
• Good verbal and written communications skills. Must be able to read and write English. Must be able to input, extract and read data and Standard English on a PC.
• Proficient in Microsoft Office: Outlook, Excel and Word
• Must be able to use multiple system programs simultaneously

Responsibilities

• Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans.
• Grow membership through outside business development efforts and generating new Select Employer Groups.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Present and discuss features and benefits of all CU products and services
• Educate members on all the services available to them.
• Build multiple service profitable member relationships

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees