Personal Banker/Branch Service Rep (Floater)
First City Credit Union
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- Location
- Los Angeles, CA
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 29
- 1 day ago
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Career path
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About the company
First City Credit Union
Banking · 51 to 200 employees
What you'll do
- Respond to members' requests for information on products and services
- Process accurate transactions at the teller station
- Process Visa cash advances and loan payments
- Open various credit union accounts
- Interview loan applicants and counsel members regarding consumer loan options
- Prepare loan documents and records, and make recommendations to Loan Officers
- Determine members' financial needs and provide product and service information
What you need
- 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
- Must be available and flexible with schedule
Key skills
financial institution experiencewritten and verbal communicationcustomer servicesales skillsMicrosoft Word and Excelcritical thinking
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Perks
- Medical
- dental
- vision insurance
- Life insurance
- 401k Retirement Plan
- Paid Time Off
- Paid Holidays
- Educational Reimbursement
See full description on company page, apply now
Read the full posting here
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
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
Will float between two branches (Los Angeles and Pasadena)
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