Personal Banker (Member Service Representative III)

About the role

The Personal Banker (Member Service Representative III) position at SchoolsFirst FCU is designed for individuals who are passionate about providing excellent customer service and promoting financial products and services. The role involves handling a variety of tasks including member service, transaction processing, and relationship building.

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, consumer loans, real estate loans, and auxiliary credit union services.
• Delivers world-class face-to-face service to members requesting account assistance.
• Assesses member needs, addresses concerns, and gains agreement on credit union product and service recommendations.
• Manages new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by members.
• Performs advanced research on accounts and identifies and corrects member account problems.
• Completes documentation for accounts and loans according to credit union procedures.
• Maintains cash and negotiable items.
• May act as a branch liaison to support departments.
• Provides suggestions for streamlining department and credit union operations.
• Completes various file maintenance tasks including processing requests for a change of address, check orders, and ordering ATM cards.
• May take on vault custodian duties as assigned.
• Provides consultative services to members regarding credit union products and services by assessing the member’s needs, addressing their concerns, and gaining agreement.
• Performs other duties as assigned.

Qualifications

• A high school diploma or GED is required.
• Three to five years of prior related experience are required.
• A Notary License is required.
• Participation in the CA DMV pull program may be required depending on assignment.

Skills

Knowledge of credit union savings and loan products and services, and the ability to perform advanced research and identify and correct account problems are essential. Specialization in a particular area of expertise is encouraged.

Benefits

Details about benefits are not specified in the job posting.

Pay

The typical new hire salary offers fall within the minimum to midpoint of the pay range for many candidates. Any offer extended to a candidate will be based on their unique set of knowledge, skills, education, and experience as well as internal equity.

Schedule

Scheduled Weekly Hours: 40