Apply on Employer Site

Frontwave Credit Union · 1 month ago

Personal Banker (Universal Service Representative): RDO

Oceanside, CA

Full-time

Onsite

Entry Level

$21.40/hr - $32.11/hr

1+ years exp

Frontwave Credit Union is a member-owned not-for-profit financial institution serving multiple counties in California. The Universal Service Representative is responsible for processing transactions, opening new accounts, and providing excellent customer service to meet the financial needs of members.

CreditFinanceFinancial Services

Responsibilities

Processes routine transactions such as deposits, withdrawals, transfers, issuing cashier’s checks, etc

Opens new memberships, all ownerships.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). Communicates loan decisions

Performs follow-up calls to new and existing members to ensure member satisfaction, answer any questions

Answers IRA questions and performs IRA contributions and distributions

Demonstrates knowledgeable in providing information and demonstrating alternate delivery channels for member usage including by not limited to: frontwavecu.com, Online banking, EStatements, Mobile Deposits, Bill Pay

P2P, Remote Transfers, Express Line, etc

Serves as a support to new Universal Service Representatives

Participates in end-of-day branch balancing process

Demonstrates the ability to be flexible and prioritize workflow

Balances, fills, audits ATM/CDM/Recycler as needed

Maintains cash vault

Instant issues debit cards