Personal Banking Officer

Floating Personal Banking Officer

Financial Partner Credit Union, recognized as the Top Place to Work by the Orange County Register, the Best Credit Unions to Work For by American Banker, and Best Credit Unions in California by Forbes, is seeking a dynamic, highly motivated individual to join our team in the Costa Mesa branch as a Floating Personal Banking Officer.

• Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans.
• Grow membership through outside business development efforts and generating new Select Employer Groups.
• Open and close checking, savings, money market, CDs, IRAs following credit union policies and procedures.
• Present and discuss features and benefits of all CU products and services.
• Educate members on all the services available to them.
• Build multiple service profitable member relationships.

• Bachelor’s Degree preferred.
• Minimum 6 months of related platform sales experience or financial experience.
• Good verbal and written communications skills. Must be able to read and write English. Must be able to input, extract and read data and standard English on a PC.
• Proficient in Microsoft Office:
  Outlook, Excel and Word.
• Must be able to use multiple system programs simultaneously.

• Entry level

• Full-time

• Finance and Sales

• Banking

Pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.