Personal Banker (Universal Service Representative): 29 Palms

Responsibilities

• Processes routine transactions such as deposits, withdrawals, transfers, issuing cashier’s checks, etc.
• Opens new memberships, all ownerships.
• Adds/removes joint owners on existing memberships.
• Interviews potential and existing members to determine appropriate products and services to meet their financial needs.
• Actively cross-sells additional products and services to meet member needs.
• Originates and funds unsecured loans (credit card and personal loans/lines).
• Communicates loan decisions.
• Performs follow-up calls to new and existing members to ensure member satisfaction, answer any questions.
• Answers IRA questions and performs IRA contributions and distributions.
• Demonstrates knowledgeable in providing information and demonstrating alternate delivery channels for member usage including by not limited to: frontwavecu.com, Online banking, EStatements, Mobile Deposits, Bill Pay, P2P, Remote Transfers, Express Line, etc.
• Serves as a support to new Universal Service Representatives.
• Participates in end-of-day branch balancing process.
• Demonstrates the ability to be flexible and prioritize workflow.
• Balances, fills, audits ATM/CDM/Recycler as needed
• Maintains cash vault
• Instant issues debit cards

About the Role

Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

Qualifications

• High School Diploma or general education degree (GED).
• One year financial institution experience in a Teller or similar role with an emphasis on accurate cash handling.

Physical Demands

Member facing positions at our all branches may require standing. An adequate number of suitable seats shall be placed in reasonable proximity to the work area and employees shall be permitted to use such seats when it does not interfere with the performance of their duties.

Service Excellence Standards

We see it. We own it. We get it done. We ignite positive experiences. We do things right every time. We are collaborators - united, cohesive and engaged We innovate and evolve. We create memorable experiences for life. We starts with me.