More jobs:
Personal Banker; Member Service Representative II
Job in
San Juan Capistrano, Orange County, California, 92675, USA
Listed on 2026-02-01
Listing for:
SchoolsFirst Federal Credit Union
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bilingual, Bank Customer Service
Job Description & How to Apply Below
We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
OverviewPersonal Banker (Member Service Representative II)
Pay Range: $24.20 - $35.09
Scheduled Weekly
Hours:
30
- 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. Vault and night drop duties as assigned. Assists with the morning and evening preparation of the branch, and other team members 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 team members 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.
- 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
- High School Diploma or GED required
- 1-3 years of previous related experience required
- Valid CA Driver’s License required
- Participation in the CA DMV pull program may be required depending on assignment
Schools First FCU is committed to Diverse, Equitable, and Inclusive Hiring. The organization is an equal opportunity employer and participates in E-Verify. Schools First FCU prohibits discrimination against qualified individuals based on protected veteran or disability status and against all individuals based on race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
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