Talent.com
Personal Banker/Branch Service Rep (Floater)
Personal Banker/Branch Service Rep (Floater)First City Credit Union • West Covina, CA, United States
[error_messages.no_longer_accepting]
Personal Banker / Branch Service Rep (Floater)

Personal Banker / Branch Service Rep (Floater)

First City Credit Union • West Covina, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

The Personal Banker / Branch Service Representative will assume, but not be limited to, the following responsibilities :

  • Responds to members requests for information on various products and services, answers questions, conducts basic research on members accounts and / or refers members to appropriate individual for solution.
  • Receives members at assigned teller station, determines nature of members business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers.
  • Processes Visa cash advances and loan payments, and updates member address information.
  • Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
  • Interviews loan applicants, advise members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan officers.
  • Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
  • Determines members financial needs and provides products and service information to meet those needs.

The successful candidate will possess the following education, knowledge and skillsets :

  • Minimum two years experience of financial institution experience
  • Excellent written and verbal communication, customer service and sales skills
  • Personal computer proficiency with Microsoft Word and Excel
  • Excellent critical thinking skills
  • Full-Time position and must be available to work Monday-Saturday as schedule will vary based on the needs of the branches (Home-West Covina, Claremont, Los Angeles).

    • We provide competitive compensation and benefits package that includes :

  • Health, dental, and vision plans
  • 401(k) plan
  • Life insurance
  • Paid Time Off (PTO) Plan
  • Paid holidays
  • Educational Reimbursement

    • EOE

    [job_alerts.create_a_job]

    Floater • West Covina, CA, United States

    [internal_linking.similar_jobs]
    Personal Banker (Member Service Representative II) (Temporary)

    Personal Banker (Member Service Representative II) (Temporary)

    SchoolsFirst Federal Credit Union • Pasadena, CA, United States
    [job_card.full_time]
    We're always looking for diverse, talented, service-oriented people to join our exceptional team.Personal Banker (Member Service Representative II) (Temporary). The pay range for this position is li...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Brea, CA, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Customer Service Representative CSR

    Customer Service Representative CSR

    Partners Personnel • Santa Fe Springs, CA, US
    [job_card.full_time]
    We are looking for a FT highly experienced Customer Service Rep.THIS IS NOT A REMOTE / HYBRID POSITION.Central point of contact of multi-location accounts for both customers.Process and confirm order...[show_more]
    [last_updated.last_updated_30] • [promoted]
    HR Generalist (Bilingual)

    HR Generalist (Bilingual)

    Vaco by Highspring • Altadena, California, United States
    [job_card.temporary]
    Culver City, CA (Hybrid – onsite 2 days / week).Monday–Friday, 8 : 00 AM – 5 : 00 PM.Temporary, covering LOA / maternity leave. Bilingual in Spanish is a must.We are seeking a hands-on HR Generalist to prov...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    30 Hour Float Teller - Lakewood

    30 Hour Float Teller - Lakewood

    First Bank • Lakewood, CA, United States
    [job_card.full_time]
    This position, Banking Specialist I, may be called by many other names : Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker SAFE Act, Pasadena (South Lake) Branch, Officer

    Personal Banker SAFE Act, Pasadena (South Lake) Branch, Officer

    Citigroup Inc • Pasadena, CA, United States
    [job_card.full_time]
    The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.The o...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas

    J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas

    JPMorgan Chase • Brea, CA, US
    [job_card.full_time]
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Personal Banker

    Senior Personal Banker

    UNIFY Financial Credit Union • Montebello, CA, United States
    [job_card.full_time]
    UNIFY Senior Branch Representative, you'll help UNIFY's credit union members safeguard their assets!.At UNIFY, you matter and are supported, because your success is integral in the overall success ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Retail Relationship Banker

    Retail Relationship Banker

    Bmo • Anaheim, CA, US
    [job_card.part_time]
    Job Opportunity In Anaheim, Ca.Application Deadline : July 25, 2025.Job Family Group : Retail Banking Sales & Service.Please note that this requisition is for the Anaheim and surrounding areas.Branch...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker

    Personal Banker

    TradeJobsWorkForce • 92711 Santa Ana, CA, US
    [job_card.full_time]
    Personal Banker Job Duties : Provides exceptional customer service, involving receipt and payme...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Banker Positions

    Banker Positions

    Poppy Bank • Corona del Mar, CA, United States
    [job_card.full_time]
    Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Banker

    Associate Banker

    Bank of Montreal • Lakewood, CA, United States
    [job_card.part_time]
    Retail Banking Sales & Service.This is a part-time 20 hours a week position.Bilingual in Spanish and English is preferred. Delivers exceptional service to BMO customers and prospects.Identifies cust...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Downey, CA, US
    [job_card.full_time]
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Part-Time Teller (20 Hours), Bell Gardens Branch

    Part-Time Teller (20 Hours), Bell Gardens Branch

    Citigroup • Bell Gardens, CA, US
    [job_card.part_time]
    The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coor...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Relationship Banker

    Senior Relationship Banker

    East West Bancorp • Pasadena, CA, US
    [job_card.full_time]
    Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ban...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker Pasadena District

    Personal Banker Pasadena District

    California Staffing • Temple City, CA, US
    [job_card.part_time]
    Associate Personal Banker (SAFE) Role.Are you ready for the next step in your career? This is where it begins at a company known for our "Well Life" approach to supporting employees' career aspira...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Teller

    Teller

    TradeJobsWorkforce • 90022 East Los Angeles, CA, US
    [job_card.full_time]
    Bank Teller Openings - Looking for candidates locally The Teller role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals.The ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas

    J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas

    Chase • Brea, CA, US
    [job_card.full_time]
    [show_more]
    [last_updated.last_updated_30] • [promoted]