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SchoolsFirst Federal Credit Union

Credit union offering savings, loans, accounts

Member Service Representative 3

Retail & Commercial BankingPosted on Nov 9
Part-timePico Rivera, CA, USA$27.02 - $39.18In-person

About the Job

Requirements

  • A high school diploma or GED is required.
  • Three to five years of prior related experience is required.
  • A notary license is required; if not already licensed, the employee must complete notary training and licensing.
  • Participation in the California DMV pull program may be required depending on assignment.
  • The employee must comply with regulatory compliance and assigned training requirements, including applicable Bank Secrecy Act regulations.

Responsibilities

  • Provide face-to-face service to members requesting account assistance and consult with members about credit union products and services by assessing their needs, addressing concerns, and gaining agreement.
  • Process new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by members.
  • Conduct advanced account research, identify and correct member account problems, and complete account and loan documentation according to credit union procedures.
  • Maintain specific knowledge of credit union savings and loan products and services, and begin concentrating on a branch specialty area: savings, consumer loans, or real estate loans.
  • Maintain cash and negotiable items and, when assigned, act as a branch liaison to support departments.
  • Provide suggestions for streamlining department and credit union operations.
  • Perform file maintenance, including processing change-of-address requests, check orders, and ATM card orders.
  • Perform vault custodian duties when assigned.
  • Perform other duties as assigned or requested.

About the Company

SchoolsFirst Federal Credit Union

Credit union offering savings, loans, accounts

SchoolsFirst Federal Credit Union provides financial services to members, especially school employees and their families, including savings and checking, auto loans, mortgages, credit cards, investments, and insurance through branches and online tools. Members join and use member-owned accounts with online/mobile banking, deposits, payments, and planning help. It differs from many competitors by being member-owned, federally insured, and focusing on the education community, offering educator-focused loan programs and lower fees. Its goal is to help teachers and school staff manage money effectively with affordable products and education resources while building a loyal member base.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Santa Ana, CA
Founded
1934

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