Lead Personal Banker (Member Service Representative IV)

What You’ll Be Doing

• Provides World Class Member service to Members visiting branch/service center locations.
• Provides detailed information and promotes credit union products and services to build relationships.
• Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary Credit Union services.
• Handles most complex situations in specialty area of expertise.
• Acts as lead to assist branch management in functioning of branch.
• Provides suggestions for streamlining department and Credit Union operations.
• Assists with completing projects and reports related to the department.
• Performs other related duties as assigned or requested.

Delivers World Class face-to-face service to Members

• Requests account assistance.
• Provides consultative services to Members regarding Credit Union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
• Assists the branch with training of new teammembers and cross training of existing teammembers in area of specialty; keeps up to date with policy/procedure updates.
• Acts as department resource for more complex issues including payroll processes, ATM card issues, EFT transactions and checking account problems.
• Provides Members with assistance on trusts, IRAs, deceased, legal, and more sensitive account issues.
• Provides Members with assistance and information on Real Estate products and services.
• Refers applicants as necessary to Real Estate.
• Acts as department resource for more complex Real Estate transactions.
• Has thorough knowledge of complex savings products and processes including IRAs, deceased and legal.
• Basic knowledge of Real Estate loan process.
• Acts as department resource for more complex Real Estate transactions.
• Analyzes consumer loan applications and pertinent Member financial and credit data. May have the authority to approve or deny loans within assigned authority level.
• Has thorough knowledge of consumer loan process.
• Processes new Memberships, additional share accounts, savings services, loan requests and loan fundings as requested by Member.

Qualifications

• A High School Diploma or GED required.
• 5-7 years of prior related experience required.
• Notary License required.

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

SchoolsFirst FCU is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are dedicated to building and growing a diverse, inclusive, and authentic Dream Team. If you're excited about a position or want to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.