Lead Personal Banker; Member Service Representative IV

Overview

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Lead Personal Banker (Member Service Representative IV)

Pay Range: $29.79 - $44.68

Scheduled Weekly

Hours:

40

• 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. Handles most complex situations in specialty area of expertise. Acts as lead to assist branch management in functioning of branch.
• Provides suggestions for streamlining department and Credit Union operations. Assists with completing projects and reports related to the department. Performs other related duties as assigned or requested.
• 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.
• Assists the branch with training of new team members and cross training of existing team members in area of specialty; keeps up to date with policy/procedure updates.
• Acts as department resource for more complex issues including payroll processes, ATM card issues, EFT transactions and checking account problems.
• Provides Members with assistance on trusts, IRAs, deceased, legal, and more sensitive account issues.
• Provides Members with assistance and information on Real Estate products and services. Refers applicants as necessary to Real Estate.
• Acts as department resource for more complex Real Estate transactions.
• Has thorough knowledge of complex savings products and processes including IRAs, deceased and legal.
• Has basic knowledge of Real Estate loan process.
• Assists branch team with face-to-face discussions regarding disputed loan decisions as needed.
• Assists team and Members with complex loan requests and transactions.
• Analyzes consumer loan applications and pertinent Member financial and credit data. May have the authority to approve or deny loans within assigned authority level.
• Has thorough knowledge of consumer loan process.
• Processes new Memberships, additional share accounts, savings services, loan requests and loan fundings as requested by Member.

• 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. Failure to do so may result in disciplinary and other employment related actions.

• High School Diploma or GED required
• 5-7 years of prior related experience required
• Notary License required
• Participation in the CA DMV pull program may be required depending on assignment

Schools First FCU is committed to Diverse, Equitable, and Inclusive Hiring

At Schools First FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

Schools First Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Schools First FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.