Personal Banker/Branch Service Representative

First City Credit Union

Los Angeles, CAOn-siteFull time
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Location
Los Angeles, CA
Work style
On-site
Job type
Full time
Posted
Oct 29
2 days ago
Career path

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About the company

First City Credit Union

Banking · 51 to 200 employees

First City Credit Union on LinkedIn

What you'll do

  • Respond to members' requests for information on products and services
  • Process accurate transactions, such as deposits, withdrawals, payments and transfers
  • Process Visa cash advances and loan payments, and update member address information
  • Open various credit union accounts, including IRAs, trusts and term certificates
  • Interview loan applicants, counsel members regarding consumer loan options, and prepare loan documents
  • Disclose and fund approved loans, and explain the reason for denied loans
  • Determine members' financial needs and provide products 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

customer servicesales skillscommunicationMicrosoft WordExcelcritical 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 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

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