More jobs:
Personal Banker/Branch Service Rep; Floater
Job in
West Covina, Los Angeles County, California, 91790, USA
Listed on 2026-01-12
Listing for:
First City Credit Union
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Personal Banker/Branch Service Rep (Floater)
Join to apply for the Personal Banker/Branch Service Rep (Floater) role at First City Credit Union
.
The Personal Banker/Branch Service Representative will assume, but not be limited to, the following 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 individuals for solutions.
- 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.
- Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
- Interviews loan applicants, advises members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan officers.
- Discloses and funds approved loans; if a loan is denied, explains the reason for the decision.
- Determines members' financial needs and provides product and service information to meet those needs.
The successful candidate will possess the following education, knowledge and skillsets:
- 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 schedules vary based on branch needs (Home‑West Covina, Claremont, Los Angeles).
We provide a competitive compensation and benefits package that includes:
- Health, dental, and vision plans
- 401(k) plan
- Life insurance
- Paid Time Off (PTO) plan
- Paid holidays
- Educational reimbursement
EOE
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