Frontwave Credit Union · 11 hours ago
Personal Banker (Universal Service Representative): Yucca Valley
US-CA-Yucca Valley
Full-time
Onsite
Entry Level
$21.94/hr - $32.91/hr
1+ years expFrontwave Credit Union is a member-owned not-for-profit financial institution serving various counties in California. The Personal Banker role involves processing transactions, opening new accounts, and providing 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
Qualification
Required
High School Diploma or general education degree (GED)
One year financial institution experience in a Teller or similar role with an emphasis on accurate cash handling
Benefits
Competitive pay
401k matching
Mortgage and auto discounts
9-27 days of PTO per year (based on tenure)
VTO and 10 paid holidays
Affordable medical, dental, vision health plans
Flexible Spending Account
Employee Assistance Program with a variety of services
Career development, training, and coaching, mentoring
Tuition reimbursement up to $4,000/year
Company
Frontwave Credit Union
Frontwave Credit Union offers banking facilities such as banking account, credit cards, auto loans and digital banking services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
B
Bill Birnie
President & CEO
Recent News
San Diego Business Journal
2025-04-01
Company data provided by crunchbase