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Personal Banker; Member Service Representative II

Job in Oceanside, San Diego County, California, 92058, USA
Listing for: SchoolsFirst Federal Credit Union
Full Time position
Listed on 2026-09-25
Job specializations:
  • Finance & Banking
    Banking Operations, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 51164 - 74100 USD Yearly USD 51164.00 74100.00 YEAR
Job Description & How to Apply Below

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

Personal Banker (Member Service Representative II)

Pay Range: $24.56 - $35.62

Scheduled Weekly

Hours:

40

What You’ll Be Doing
  • Provides World Class Member service to Members visiting branch/service center locations.
  • Provides information and promotes credit union products and services to build relationships.
  • Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
  • Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members.
  • Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
  • Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other team members as needed throughout the day.
  • Performs other related duties as assigned or requested.
  • Has working knowledge of credit union savings and consumer loan products and all services.
  • Has basic knowledge of real estate products.
  • Maintains cash and negotiables.
  • Provides suggestions for streamlining department and credit union operations.
  • Performs other related duties as assigned or requested.
  • Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members.
  • Performs research on accounts, identifies and corrects Member account problems.
  • 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.
  • All team members must comply 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.
  • Performs other related duties as assigned or requested.
Additional Job Functions
  • Provides daily support to team members, including answering questions and problem resolution, communicating job expectations; planning, monitoring, and appraising job results; training, coaching, counseling, and disciplining team members; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
  • Accomplishes financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures and analyzing variances Contributes to organizational goals and priorities as a member of Management team.
  • Establishes and implements plans that have short-term (1-2 year) impact on business results in alignment with organization objectives.
  • Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control.
  • Initiates, researches, coordinates and implements department or division projects intended to benefit Members, internal team members or department operations.
  • Ensures compliance with state and federal laws as well as any other applicable regulations.
  • Understands the Credit Union organizational goals and key performance indicators and takes the necessary actions to achieve desired results.
  • 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.
Qualifications
  • High School Diploma or GED required
  • 1-3 years of prior related experience required
  • Notary License (if not already licensed, completing…
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