Personal Banking Officer (Floating)

About the role

Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking a motivated and service-focused professional to join our team as a Floating Personal Banking Officer supporting our retail banking team.

Responsibilities

• Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans.
• Grow membership through outside business development efforts and generating new Select Employer Groups.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Present and discuss features and benefits of all CU products and services.
• Build multiple service profitable member relationships.

Requirements

• Bachelor’s Degree preferred.
• Minimum 6 months of related platform sales experience or financial experience.
• Good verbal and written communications skills.
• Must be able to read and write English.
• Must be able to input, extract and read data and Standard English on a PC.
• Proficient in Microsoft Office: Outlook, Excel and Word.
• Must be able to use multiple system programs simultaneously.

Qualifications

• Education: Bachelor’s Degree preferred.
• Experience: Minimum 6 months of related platform sales experience or financial experience.

Skills

• Excellent communication skills.
• Proficiency in Microsoft Office.

Benefits

Financial Partners Credit Union provides a competitive compensation package that includes:

• Competitive pay range as listed above.
• Equal opportunity employer.
• Comprehensive benefits package.

Pay

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, 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 individual combination of experience, knowledge, skills, and education as well as internal equity.

Schedule

Flexible schedule to accommodate the needs of the retail banking team.