Personal Banker​/Branch Service Rep; Floater

Responsibilities

• Responds to members' requests for information on various products and services, answers questions, conducts basic research on members' accounts and/or refers members to appropriate professional for solution.
• Receives members at assigned teller station, determines nature of members' business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers.
• Processes Visa cash advances and loan payments, and updates member address information.
• Open various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
• Interview loan applicants, advise members regarding consumer loan options, prepare documents and loan records, and make sound recommendations to loan officers.
• Disclose and fund approved loans. In the event a loan is denied, explain reason for loan decision.
• Determine members' financial needs and provide products and service information to meet those needs.

• Minimum two years of financial institution experience.
• Excellent written and verbal communication, customer service and sales skills.
• Personal computer proficiency with Microsoft Word and Excel.
• Excellent critical thinking skills.
• Full-Time position and must be available to work Monday‑Saturday as schedule will vary based on the needs of the branches (Home‑West Covina, Claremont, Los Angeles).

• Health, dental, and vision plans.
• 401(k) plan.
• Life insurance.
• Paid Time Off (PTO) Plan.
• Paid holidays.
• Educational Reimbursement.

EOE