SchoolsFirst Federal Credit Union→
Personal Banker (Member Service Representative II) MSS
Entry LevelOn-siteFull-time
Location
Mission Viejo, CA
Salary
$50k–$73k/yr
Experience
1–3 years
Posted
2 months ago
Skills
member servicecredit union products knowledgeconsumer loan processingregulatory complianceteam collaboration
Job Description
Summary: SchoolsFirst Federal Credit Union is seeking a Personal Banker to provide exceptional member service at their branch locations. The role involves processing transactions, promoting credit union products, and ensuring compliance with regulatory requirements.
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 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: Member service, Credit union products knowledge
Important Skills: Consumer loan processing, Regulatory compliance
Nice-to-Have Skills: Team collaboration