Personal Banker/Branch Service Rep
First City Credit Union, Lakewood, CA, United States
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.
Qualifications
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
Benefits
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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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.
Qualifications
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
Benefits
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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