Talent.com
Personal Banker/Branch Service Rep (Floater)
Personal Banker/Branch Service Rep (Floater)First City Credit Union • West Covina, CA, United States
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.related_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_variable_days] • [promoted]
    Personal Banker SAFE Act - Anaheim Hills Branch

    Personal Banker SAFE Act - Anaheim Hills Branch

    Citigroup Inc • Anaheim, 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]
    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_1_day] • [promoted]
    Associate Banker

    Associate Banker

    BMO Financial Group • Anaheim, CA, United States
    [job_card.part_time]
    This is a part-time 20 hours a week position.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions tha...[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]
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Monterey Park, 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_30] • [promoted]
    Personal Financial Counselor Trainee

    Personal Financial Counselor Trainee

    VirtualVocations • Pasadena, California, United States
    [job_card.full_time]
    A company is looking for a Personal Financial Counselor Trainee, PFC.Key Responsibilities Receives training in personal financial counseling services and duties Assists service members in establ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    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]
    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]
    Business Banking Relationship Manager 3

    Business Banking Relationship Manager 3

    U.S. Bancorp • Brea, CA, US
    [job_card.full_time]
    Business Banking Relationship Manager.Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day w...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker

    Personal Banker

    TradeJobsWorkForce • 90720 Los Alamitos, 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]
    Private Client Banker - Kraemer - Brea, CA

    Private Client Banker - Kraemer - Brea, CA

    JPMorgan Chase Bank, N.A. • Brea, CA, United States
    [job_card.full_time]
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Banker SAFE Act- Anaheim Hills Branch

    Personal Banker SAFE Act- Anaheim Hills Branch

    Citigroup • Anaheim, CA, US
    [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_30] • [promoted]
    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]