Personal Banker/Branch Service Rep
First City Credit Union
West Covina, CA
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JOB DETAILS
LOCATION
West Covina, CA
POSTED
30+ days ago
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 individual for solution.
- 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, advise members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan officers.
- Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
- Determines members financial needs and provides products and service information to meet those needs.
The successful candidate will possess the following education, knowledge and skillsets:
- Minimum two years experience 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.
We provide competitive compensation and benefits package that includes:
- Medical, dental, and vision insurance
- Life insurance
- 401k Retirement Plan (matching contribution=5%, immediate vesting)
- Paid Time Off (PTO)
- Paid Holidays
- Educational Reimbursement (for employees)
"Actual compensation is determined based on experience, education, skills, internal equity, and other job‑related factors."
EOE
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About the Company
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