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SchoolsFirst Federal Credit Union · 4 hours ago

Personal Banker (Member Service Representative III) MSS Team

Mission Viejo, CA

Full-time

Onsite

Mid Level

$26.62/hr - $38.60/hr

3+ years exp

SchoolsFirst Federal Credit Union is seeking a Personal Banker (Member Service Representative III) to join their team. This role is focused on providing exceptional member service, processing transactions, and promoting credit union products to build strong relationships with members.

Finance

Comp. & Benefits

Responsibilities

Provides World Class Member service to Members visiting branch/service center locations

Provides detailed information and promotes credit union products and services to build relationships

Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services

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

Processes new Memberships, additional shares accounts, savings services, loan requests and loan fundings as requested by Member

Performs advanced research on accounts, identifies and corrects Member account problems Completes documentation for accounts and loans according to credit union procedures

Has specific knowledge of credit union savings and loan products and services

Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans)

Maintains cash and negotiable items

May act as branch liaison to support departments

Provides suggestions for streamlining department and credit union operations

Performs other related duties as assigned or requested

Completes documentation for accounts and loans according to credit union procedures

Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc

May take on vault custodian duties as assigned

Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement

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 products knowledgeConsultative servicesCash handlingRegulatory compliance

Required

High School Diploma or GED required

3-5 years of previous related experience required

Company

SchoolsFirst Federal Credit Union

Glassdoor3.7

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

Founded in 1934

Tustin, California, USA

1001-5000 employees