Personal Banker; Member Service Representative III

Personal Banker (Member Service Representative III)

Pay Range: $27.02 - $39.18

Scheduled Weekly

Hours:

30

• Provide World-Class Member service to members visiting branch/service center locations.
• Provide detailed information and promote credit union products and services to build relationships.
• Process transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services.
• Deliver World-Class face-to-face service to members requesting account assistance.
• Provide consultative services to members regarding credit union products and services by assessing their needs, addressing concerns and gaining agreement.
• Process new memberships, additional shares accounts, savings services, loan requests and loan fundings as requested by members.
• Perform advanced research on accounts, identify and correct member account problems.
• Complete documentation for accounts and loans according to credit union procedures.
• Have specific knowledge of credit union savings and loan products and services.
• Begin concentration on specialty area of expertise in branch (savings, consumer, or real estate loans).
• Maintain cash and negotiable items.
• May act as branch liaison to support departments.
• Provide suggestions for streamlining department and credit union operations.
• Perform other related duties as assigned or requested.
• Process requests for change of address, check orders, ordering ATM cards, etc.
• May take on vault custodian duties as assigned.

• Perform other duties as assigned.
• Comply with regulatory compliance and assigned training requirements, including but not limited to BSA regulations corresponding to their specific job duties.

• High School Diploma or GED required.
• 3-5 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 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 race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.