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SchoolsFirst Federal Credit Union · 13 hours ago

Lead Personal Banker (Member Service Representative IV)

Palm Desert, CA

Full-time

Onsite

Senior Level

$29.35/hr - $44.02/hr

5+ years exp

SchoolsFirst Federal Credit Union is always looking for diverse, talented, service-oriented people to join their exceptional team. The Lead Personal Banker will provide world-class member service, promote credit union products, and assist with complex financial situations while leading branch operations.

Finance

Comp. & Benefits

Responsibilities

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

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

Qualification

Member serviceConsumer loan processReal Estate knowledgeTraining team membersRegulatory complianceHigh School DiplomaCA Driver’s License

Required

High School Diploma or GED required

5-7 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

Preferred

less than 1 year MSR III experience preferred

Company

SchoolsFirst Federal Credit Union

Glassdoor3.7

Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.

Founded in 1934

Tustin, California, USA

1001-5000 employees