Personal Banker (Member Service Representative III)

About the role

The Personal Banker (Member Service Representative III) position at SchoolsFirst FCU Chula Vista Branch is responsible for providing high-quality member service, promoting credit union products and services, processing transactions, and assisting members with account issues. The role also involves maintaining cash and negotiable items, acting as a branch liaison, and performing various file maintenance tasks.

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/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 previous related experience are required.
• Participation in the CA DMV pull program may be required depending on assignment.

Skills

Specific knowledge of credit union savings and loan products and services is preferred. Candidates should have specific knowledge of one of the following areas: savings, consumer, or real estate loans. Candidates should also have specific knowledge of credit union savings and loan products and services.

Benefits

Details about benefits are coming soon.

Pay

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

Schedule

The scheduled weekly hours for this position are 30.