Personal Banker (Universal Service Representative): Camp Pendleton Mainside

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 knowledge 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

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

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.