Personal Banker (Member Service Representative II)

About the role

The Personal Banker (Member Service Representative II) position at SchoolsFirst FCU is dedicated to providing world-class member service and promoting credit union products and services. The role involves processing transactions, performing file maintenance, assisting with branch preparations, and offering consultative services.

Responsibilities

• Provides world class member service to members visiting branch/service center locations.
• Promotes credit union products and services to build relationships.
• Processes transactions in areas such as savings, loans, and auxiliary credit union services.
• Performs various file maintenance tasks, including processing requests for address changes, check orders, and ATM card orders.
• Assists with morning and evening branch preparations and other teammember needs.
• Maintains cash and negotiables.
• Provides suggestions for improving department and credit union operations.
• Processes new memberships, additional share accounts, savings services, and consumer loan requests.
• Researches and resolves Member account issues.
• Delivers world class face-to-face service to Members requesting account assistance.
• Provides consultative services to Members regarding credit union products and services.
• Supports teammembers by answering questions, resolving issues, and training/coaching them.
• Accomplishes financial objectives by forecasting requirements, preparing budgets, and scheduling expenditures.
• Contributes to organizational goals and priorities as part of the management team.
• Evaluates operating procedures and policies to ensure high levels of member service, productivity, and internal control.
• Initiates, researches, coordinates, and implements projects to benefit Members, internal teammembers, or department operations.
• Ensures compliance with state and federal laws and regulations.
• Complies with regulatory compliance and assigned training requirements, including BSA regulations.

Qualifications

• A High School Diploma or GED is required.
• One to three years of prior related experience are preferred.
• A Notary License is required.
• Participation in the CA DMV pull program may be required depending on assignment.

Benefits

Typical new hire salaries fall within the range of $24.56 - $35.62 per hour. The exact salary will depend on the candidate's qualifications and experience.

Schedule

Scheduled Weekly Hours: 30