Personal Banker (Member Service… at SchoolsFirst… · Whittier

Summary: SchoolsFirst Federal Credit Union is always looking for diverse, talented, service-oriented people to join their exceptional team. The Personal Banker role focuses on providing world-class member service, processing transactions, and promoting credit union products and services to build relationships with members. Responsibilities: - 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 - 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 - 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 - Performs other related duties as assigned or requested - 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 Required Qualifications: - High School Diploma or GED required - 1-3 years of previous related experience required - Participation in the CA DMV pull program may be required depending on assignment Required Skills: Credit union savings products, Consumer loan products, Real estate products, Cash handling, Regulatory compliance, BSA regulations, Account research, Member service, Consultative services