Personal Banking Officer

Financial Partners Credit Union • Long Beach, CA

1d • Onsite

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 dependable individual to join our team as a Personal Banking Officer at our Long Beach Branch. The Personal Banking Officer will greet members and assist them on using the Virtual Teller Machines, setting up mobile accounts, online e-Banking, and other services. Advise members in the selection and opening of all Credit Union deposit accounts.

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