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SchoolsFirst Federal Credit Union · 8 hours ago

Personal Banker (Member Service Representative III)

Anaheim, CA

Part-time

Onsite

Mid Level

$26.62/hr - $38.60/hr

3+ years exp

SchoolsFirst Federal Credit Union is seeking a Personal Banker to join their team, dedicated to providing exceptional service to members. The role involves processing transactions, providing consultative services regarding credit union products, and maintaining member relationships.

Finance

Comp. & Benefits

Responsibilities

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

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 servicesRegulatory complianceCash handling

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