Personal Banker (Member Service Representative III)

About the role

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Pay

Pay Range: $27.02 - $39.18 per hour. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. 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

Scheduled Weekly Hours: 30

Responsibilities

• 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.
• 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 the Member's needs, addressing their concerns and gaining agreement.
• Processes new Memberships, additional shares accounts, savings services, loan requests and loan fundings as requested by Member.
• Performs advanced research on accounts, identifies and corrects Member account problems.
• Completes documentation for accounts and loans according to credit union procedures.
• Has specific knowledge of credit union savings and loan products and services.
• Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans).
• Maintains cash and negotiable items.
• May act as branch liaison to support departments.
• Provides suggestions for streamlining department and credit union operations.
• Performs other related duties as assigned or requested.
• Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
• May take on vault custodian duties as assigned.
• Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.

Qualifications

• High School Diploma or GED required
• 3-5 years of prior related experience required
• Notary License (if not already licensed, completing notary training and licensing will be required)
• Participation in the CA DMV pull program may be required depending on assignment