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Financial Services Consultant
2 months ago
At SchoolsFirst Federal Credit Union, we are continually seeking diverse, skilled, and service-oriented individuals to enhance our outstanding team.
Position: Personal Banker (Member Service Representative III)
Compensation:
The salary range for this role is outlined below. Our compensation structures are designed to accommodate candidates with varying levels of expertise and experience, allowing for growth and recognition over time. Typical starting salaries fall within the minimum to midpoint of the pay range for many applicants. Any offer made will reflect the candidate's unique qualifications, skills, education, and experience, as well as considerations of internal equity.
Salary Range:
$36.83
Weekly Hours:
30
Key Responsibilities:
Deliver exceptional service to Members visiting our branch or service center locations. Provide comprehensive information and promote our credit union's products and services to foster strong relationships. Handle transactions related to savings, consumer loans, real estate loans, and additional credit union services.
- Offer outstanding face-to-face assistance to Members seeking account support. Provide consultative services by evaluating Members' needs, addressing their inquiries, and securing agreement.
- Facilitate new memberships, additional share accounts, savings services, loan applications, and funding requests as per Member requirements. Conduct in-depth research on accounts, identify, and resolve any account issues. Complete necessary documentation for accounts and loans in accordance with credit union protocols.
- Possess specialized knowledge of credit union savings and loan offerings. Begin to focus on a specific area of expertise within the branch (savings, consumer, or real estate loans).
- Manage cash and negotiable instruments. May serve as a liaison for branch support departments. Provide recommendations for enhancing departmental and credit union operations. Perform other related tasks as assigned.
- Complete documentation for accounts and loans in line with credit union procedures. Conduct various file maintenance tasks, including processing address changes, check orders, and ATM card requests. May assume vault custodian responsibilities as designated.
- Deliver consultative services to Members regarding credit union products and services by evaluating their needs, addressing concerns, and securing agreement.
- Perform other duties as assigned.
- Adhere to regulatory compliance and complete assigned training requirements, including but not limited to BSA regulations relevant to specific job duties. Non-compliance may lead to disciplinary actions.
- High School Diploma or GED is required.
- 3-5 years of relevant experience is required.
We are committed to building a diverse and authentic team. If you are enthusiastic about a position or considering a career change but feel your past experience does not perfectly match every qualification in the job description, we encourage you to apply. Many skills are transferable, and you may be the ideal candidate for this role or other opportunities we are exploring.
SchoolsFirst Federal Credit Union is devoted to cultivating a culture of diversity and inclusion. We are an equal opportunity employer and prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, as well as against all individuals based on race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
