Personal Banker (Member Service Representative II) jobs in United States
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SchoolsFirst Federal Credit Union ยท 7 hours ago

Personal Banker (Member Service Representative II)

SchoolsFirst Federal Credit Union is dedicated to providing exceptional service and fostering a diverse and inclusive workplace. They are seeking a Personal Banker (Member Service Representative II) who will provide world-class member service, process transactions, and promote credit union products and services to build relationships with members.

Finance
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Comp. & Benefits

Responsibilities

Provides World Class Member service to Members visiting branch/service center locations
Provides information and promotes credit union products and services to build relationships
Processes transactions in the general areas of savings, loans, and auxiliary credit union services
Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc
Performs vault and night drop duties as assigned
Assists with the morning and evening preparation of the branch, and other team members as needed throughout the day
Performs other related duties as assigned or requested
Has working knowledge of credit union savings and consumer loan products and all services
Has basic knowledge of real estate products
Maintains cash and negotiables
Provides suggestions for streamlining department and credit union operations
Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members
Performs research on accounts, identifies and corrects Member account problems
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
All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties
Performs other related duties as assigned or requested
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties

Qualification

Member serviceCredit union productsConsumer loansRegulatory complianceTeam collaboration

Required

High School Diploma or GED required
1-3 years of previous related experience required

Company

SchoolsFirst Federal Credit Union

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Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.

Funding

Current Stage
Late Stage

Leadership Team

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Terry Agius
CEO
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Dana Schuller
Chief Administrative Officer
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Company data provided by crunchbase