Lead Personal Banker (Member Service Representative IV)
schoolsfirstfcu
Full time💰 USD 30–45
Lead Personal Banker (Member Service Representative IV)
schoolsfirstfcu· SchoolsFirst Federal Credit Union
About this role
We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Lead Personal Banker (Member Service Representative IV)The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$29.79 - $44.68Scheduled Weekly Hours:
40What You’ll Be Doing
Provides World Class Member service to Members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services. Handles most complex situations in specialty area of expertise. Acts as lead to assist branch management in functioning of branch.
- Provides suggestions for streamlining department and credit union operations. Assists with completing projects and reports related to the department. Performs other related duties as assigned or requested.
- 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.
- Assists the branch with training of new teammembers and cross training of existing teammembers in area of specialty; keeps up to date with policy/procedure updates.
- Acts as department resource for more complex issues including payroll processes, ATM card issues, EFT transactions and checking account problems.
- Provides Members with assistance on trusts, IRAs, deceased, legal, and more sensitive account issues.
- Provides Members with assistance and information on Real Estate products and services. Refers applicants as necessary to Real Estate.
- Acts as department resource for more complex Real Estate transactions.
- Has thorough knowledge of complex savings products and processes including IRAs, deceased and legal.
- Has basic knowledge of Real Estate loan process.
- Assists branch team with face-to-face discussions regarding disputed loan decisions as needed.
- Assists team and Members with complex loan requests and transactions.
- Member financial and credit data. May have the authority to approve or deny loans within assigned authority level.
- Analyzes consumer loan applications and pertinent.
- Has thorough knowledge of consumer loan process.
- Processes new Memberships, additional share accounts, savings services, loan requests and loan fundings as requested by Member.
Additional Job Functions
- 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
Qualifications
- High School Diploma or GED required
- 5-7 years of previous related experience required
- less than 1 year MSR III experience preferred
- Participation in the CA DMV pull program may be required depending on assignment
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Frequently Asked Questions
What is the salary for the Lead Personal Banker (Member Service Representative IV) role at schoolsfirstfcu?
The listed salary for this Lead Personal Banker (Member Service Representative IV) position at schoolsfirstfcu is USD 30–45. This is an Full time role.
Where is the Lead Personal Banker (Member Service Representative IV) position at schoolsfirstfcu located?
This Lead Personal Banker (Member Service Representative IV) role at schoolsfirstfcu is based in Santa Ana, CA. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Lead Personal Banker (Member Service Representative IV) role at schoolsfirstfcu full-time or part-time?
This is listed as a Full time position. It is posted as a Lead Personal Banker (Member Service Representative IV) role in the SchoolsFirst Federal Credit Union department at schoolsfirstfcu.
Which team or department does the Lead Personal Banker (Member Service Representative IV) at schoolsfirstfcu belong to?
This Lead Personal Banker (Member Service Representative IV) position is part of the SchoolsFirst Federal Credit Union department at schoolsfirstfcu. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Lead Personal Banker (Member Service Representative IV) position at schoolsfirstfcu?
Click the "Apply Now" button on this page. You will be redirected to schoolsfirstfcu's official application portal hosted on workday where you can submit your application directly.
Lead Personal Banker (Member Service Representative IV)
schoolsfirstfcu · 💰 USD 30–45
You'll be redirected to schoolsfirstfcu's official application page on Workday.