4 personal banker ii 25hr Jobs in santa ana, ca
SchoolsFirst Federal Credit Union is Hiring a Personal banker Near Santa Ana, CA
What 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.
- 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.
Performs advanced research on accounts, identifies and corrects Member account problems Completes documentation for accounts and loans according to credit union procedures.
- Has specific knowledge of credit union savings and loan products and services. Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans).
- Maintains cash and negotiable items. May act as branch liaison to support departments. Provides suggestions for streamlining department and credit union operations.
Performs other related duties as assigned or requested.
Completes documentation for accounts and loans according to credit union procedures. Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
May take on vault custodian duties as assigned.
Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
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
- 3-5 years of previous related experience required
Last updated : 2024-04-30
Job Summary
Full Time
Banking
$106k-141k (estimate)
05/01/2024
07/29/2024
schoolsfirstfcu.org
GARDEN GROVE, CA
1,000 - 3,000
1934
NGO/NPO/NFP/Organization/Association
$500M - $1B
Banking
Related Companies
About SchoolsFirst Federal Credit Union
SchoolsFirst Federal Credit Unionoffers loans, credit cards, retirement and insurance services.
The job skills required for Personal banker include Products and Services, ATM, Consumer Loans, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal banker. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
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A personal banker may refer his clients to other bank experts.
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Step 3: View the best colleges and universities for Personal Banker.
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