Personal Banker

6 days ago

Folsom, California, United States Sacramento Credit Union Full time

TITLE: RETAIL SUPPORT SPECIALIST III (FLOATING BANKER)

STATUS: NON-EXEMPT

DEPARTMENT:  FOLSOM BRANCH

REPORTS TO: BRANCH MANAGER

PAY SCALE: $22.00 - $29.00 PER HOUR

We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills and have the ability to cross-sell products and services for our Retail Support Specialist III (Floating Banker) position housed at our Folsom branch.  The Retail Support Specialist III (Floating banker) floats between our seven Sacramento-area branches as a Banker based on business needs. This individual must have a valid driver's license and if hire, must be able to provide proof of insurance. An individual who derives satisfaction and accomplishment from assisting others with their financial needs would be successful in our environment.

The selected individual will be scheduled to work 37/40-hours a week:

Monday                  8:30 am – 6:30 pm

Tuesday                 8:30 am – 6:30 pm

Wednesday           8:30 am – 6:30 pm

Thursday               8:30 am – 6:30 pm 

Friday                    8:30 am – 6:30 pm

Saturday               9:30 am - 2:30 pm (alternating off)

Sunday                 OFF

RESPONSIBILITIES INCLUDE:

  • Performs Teller functions, as well as opens new accounts and loans.

  • Serves as a primary source of contact for all loan products.

  • Assessing members' financial needs and advising members on the products and services of benefit to them

  • Submit, process and fund consumer loan applications.

  • Obtain and evaluate credit reports, calculate debt-to-income ratios on consumer loan applicants, calculate how much of loan applicant's debt is secured/unsecured

  • Determine collateral needs and payment plans for consumer loan applicants

  • Meet credit union consumer lending criteria for loan funding limits

  • Mentor and train branch staff in loan and deposit products and services.

  • Provide notary and medallion stamp service to members.

  • Assist at other branches as needed. 

MINIMUM QUALIFICATIONS:

  • High School Diploma or G.E.D.

  • Two-to-five-year experience in a financial institution in a customer service position is desired.

  • Working knowledge of financial services products and basic lending practices is desired.

  • Demonstrated sales ability in either a financial institution or retail store is highly desirable.

  • Demonstrated computer skills and familiarity with software programs such as Word, Excel, MeridianLink, Loans PQ and others.

  • Demonstrated inter-personal communication and member contact skills.

  • Maintains good attendance record.

  • Must have reliable transportation.

Our excellent benefits package includes medical, dental, vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more for full-time employees.

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