Personal Banking Officer (Floating)

Financial Partners Credit Union • Costa Mesa, CA

1d • $21 - $31 • Onsite

About The Position

Financial Partners Credit Union is seeking a motivated and service-focused professional to join their team as a Floating Personal Banking Officer supporting the retail banking team. As a Personal Banker, you will be assisting members with various loan options, explaining features of all their products and services, opening accounts and referring members for financial planning, investments and insurance products.

Requirements

• 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

Nice To Haves

• Bachelor’s Degree preferred.

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
• Education Level: Associate degree