Financial Service Representative I / Personal Banker (La Costa)

Job Description

Job Description

Position Summary :

The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization.

Minimum Qualifications (Education, Experience, Skills)

• High school diploma or equivalent.
• One year of banking experience to include : knowledge of member interviewing techniques, ability to identify and offer / refer products and services to meet members’ financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.
• Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
• General knowledge of Credit Union and / or financial institution loan policies and procedures preferred.
• Demonstrated professional human relations, communication and organizational skills.
• College level math and financial calculation skills.
• Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
• Professional appearance and demeanor.

Essential Duties and Responsibilities

Other Duties and Responsibilities

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Option A : Sunday : OFF

Monday : 8 : 30am - 2 : 15pm

Tuesday : 8 : 30am - 2 : 15pm

Wednesday : OFF

Thursday : 8 : 30am - 2 : 15pm

Friday : 8 : 30am - 2 : 15pm

Saturday : OFF

OR

Option B : Sunday : OFF

Monday : 10 am - 4 pm

Tuesday : 10 am - 4 pm

Wednesday : OFF

Thursday : 10 am - 4 pm

Friday : 10 am - 4 pm

Saturday : OFF

Part Time - 20 hours a week