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Personal Banker (Member Service Representative II)
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$24/hr–$35/hr
Part-time
high school
Posted 4d ago
~30 hrs/week
Responsibilities
The Personal Banker provides world-class member service by processing transactions, managing accounts, and promoting credit union products. Additionally, the role involves supporting team members through coaching, training, and ensuring operational compliance with organizational goals.
Requirements
Candidates must possess a High School Diploma or GED and 1-3 years of relevant experience. A Notary License is required for this position.
Full job description
We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Personal Banker (Member Service Representative II)
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$24.56 - $35.62
Scheduled Weekly Hours:
30
This posting is for our Sacramento Madison Branch located at 5210 Madison Ave., Sacramento, CA 95841
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.
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 teammembers 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 teammembers 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 teammembers, including answering questions and problem resolution, communicating job expectations; planning, monitoring, and appraising job results; training, coaching, counseling, and disciplining teammembers; 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 teammembers 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 required
Participation in the CA DMV pull program may be required depending on assignment
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst 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 their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Related keywords
Personal BankerMember Service RepresentativeCredit UnionBankingCustomer ServiceLoan ProcessingVault DutiesAccount ResearchBSA RegulationsFinancial ObjectivesBudgetingComplianceNotary LicenseE-VerifyBranch OperationsTeam Management
Serving school employees and their families since 1934.
Industry
Financial Services
Company size
1,001-5,000 employees
Founded
1934
Headquarters
Santa Ana, CA
LinkedIn followers
21,799
Since our founding in 1934, we have been singularly focused on one thing: providing World-Class Personal Service and financial security to California school employees and their families.
This isn't just something we say — everything we do, every decision we make, is with an unwavering commitment to serving the best interests of Members.
Although we offer products and services similar to other financial institutions, our structure and culture are vastly different. Banks are for profit, while credit unions are Member-owned financial cooperatives, meaning our excess earnings are returned to our Members in the form of lower rates on loans, higher rates on savings, low-to-no fees, and many complimentary services. We take to heart the "people helping people" philosophy, the principle on which credit unions were founded. We pledge ourselves to this idea through our steadfast dedication to Member service and actively supporting the communities we serve through events, donations, scholarships, and financial literacy programs.
Today, we're the largest credit union serving school employees, and the largest in California with more than 1.5 million Members and more than $36 billion in assets. Our financial stability can be attributed to one thing: continually providing our Members with World-Class Personal Service to help them better their financial lives.
Offices: 2115 N. Broadway, Santa Ana, CA 92706, US · 5359 W Centinela Ave, Los Angeles, CA 90045, US · 2512 E Chapman Ave, Orange, California 92869, US · 5305 Alton Pkwy, Irvine, California 92604, US · 13008 Harbor Blvd, Garden Grove, California 92840, US
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