Personal Banking Officer

Financial Partners Credit Union • Downey, CA

12h • Onsite

About The Position

Financial Partners Credit Union, recognized as a Top Workplace and one of the Best Credit Unions to Work For, is seeking a motivated and service-focused professional to join their team as a Floating Personal Banking Officer supporting the Gateway branch. In this role, you will assist members with various loan options, explain features of all products and services, open accounts, and refer 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

• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees