Personal Banker/Branch Service Rep (Floater)
First City Credit Union, Lakewood, California, United States, 90712
Personal Banker/Branch Service Rep (Floater)
The Personal Banker/Branch Service Representative Floater 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 Sales and service experience Excellent written and verbal communication, customer service and sales skills Personal computer proficiency with Microsoft Word and Excel Excellent critical thinking skills We provide competitive compensation and benefits package that includes: Health, dental, and vision plans 401(k) plan Life insurance Paid Time Off (PTO) Plan Paid holidays Tuition reimbursement EOE
The Personal Banker/Branch Service Representative Floater 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 Sales and service experience Excellent written and verbal communication, customer service and sales skills Personal computer proficiency with Microsoft Word and Excel Excellent critical thinking skills We provide competitive compensation and benefits package that includes: Health, dental, and vision plans 401(k) plan Life insurance Paid Time Off (PTO) Plan Paid holidays Tuition reimbursement EOE