Personal Banker/Branch Service Representative

First City Credit Union

Lakewood, CA

JOB DETAILS
SKILLS
Business Processes, Computer Skills, Credit Union, Customer Support/Service, Dental Insurance, High School Diploma, Microsoft Excel, Microsoft Word, Presentation/Verbal Skills, Reimbursement, Request for Information (RFI), Research Skills, Sales, Transaction Processing/Management, Vision Plan, Writing Skills
LOCATION
Lakewood, CA
POSTED
14 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 member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone.
  • 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, counsel's 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 them that meets those needs.

 

The successful candidate will possess the following education, knowledge and skillsets:

  • High school diploma, GED, or equivalent
  • 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

Additional Information:

  • Full Time, Mon-Sat, must be available and flexible with schedule

 

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

"Actual compensation is determined based on experience, education, skills, internal equity, and other job‑related factors."

 

EOE

 



Job Posted by ApplicantPro

About the Company

F

First City Credit Union