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 helping members achieve financial success. This role involves providing detailed information and promoting credit union products and services to build strong member relationships.
Responsibilities
- Provides world-class member service to members visiting branch/service center locations.
- 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.
- Provides consultative services to members regarding credit union products and services by assessing their needs, addressing concerns, and gaining agreement.
- Processes new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by members.
- 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.
- Performs various file maintenance tasks including processing requests for a change of address, check orders, and ordering ATM cards, etc.
- May take on vault custodian duties as assigned.
- Completes documentation for accounts and loans according to credit union procedures.
- Performs other related duties as assigned.
Qualifications
- A high school diploma or GED is required.
- Three to five years of previous related experience are preferred.
- 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 ability to concentrate on a specialty area of expertise in the branch (savings, consumer, or real estate loans).
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.
Pay Range: $27.02 - $39.18
Schedule
Scheduled Weekly Hours: 30