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Jobs · OTHR · California

Personal Banker (Universal Service Representative): Yucca Valley

Frontwave Credit Union · Yucca Valley, CA · 3 wk ago
OTHR$21.94–$32.91/hrFull-time

About the Company

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 through exceptional service and the progressive application of technology.

About the Role

As a Universal Service Representative, you are responsible for performing a wide variety of duties related to all teller and USR I functions, including processing deposits, withdrawals, loan payments, new accounts, and loans. If you enjoy helping people and have experience working in a financial institution, this job is for you!

Responsibilities

  • Processes routine transactions such as deposits, withdrawals, transfers, and issuing cashier’s checks.
  • Opens new memberships, all ownerships, and 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) and communicates loan decisions.
  • Performs follow-up calls to new and existing members to ensure member satisfaction and answer questions.
  • Answers IRA questions and performs IRA contributions and distributions.
  • Demonstrates knowledge in providing information and demonstrating alternate delivery channels for member usage, including online banking, eStatements, mobile deposits, bill pay, P2P, remote transfers, and express line.
  • Serves as a support to new Universal Service Representatives.
  • Participates in end-of-day branch balancing process.
  • Balances, fills, audits ATM/CDM/Recycler as needed.
  • Maintains cash vault and instant issues debit cards.
  • Demonstrates the ability to be flexible and prioritize workflow.

Requirements

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

Physical Demands

Member-facing positions at our 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.

Benefits

  • Competitive pay and 401k matching.
  • Mortgage and auto discounts.
  • 9-27 days of PTO per year (based on tenure), VTO, and 10 paid holidays.
  • Affordable medical, dental, and vision health plans, and Flexible Spending Account.
  • Employee Assistance Program with a variety of services.
  • Career development, training, coaching, and mentoring; tuition reimbursement up to $4,000/year.
  • Culture of excellence and continuous improvement.

Pay

$21.94/hr - $32.91/hr

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.

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