Personal Banking Officer (Floating)
Financial Partners Credit Union
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At a glance
Job overview
Financial Partners Credit Union is hiring a Personal Banking Officer (Floating). Financial Partners Credit Union seeks a motivated, service‑focused professional to join its retail banking team as a Floating Personal Banking Officer, assisting members with loan options, product features, account services, and financial planning referrals.
Key focus areas include Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans, Grow membership through outside business development efforts and generate new Select Employer Groups, and Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
Preferred (not required): Microsoft Outlook, Microsoft Word, Mortgage Loan Processing, and Consumer Loan Processing.
Skills & qualifications
Skills
Qualifications
Full job description
Full Time Non Exempt
Admin Supp Workers
Costa Mesa, CA, US
Salary Range: $20.97 To $31.46 Hourly
Job Description
Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking a motivated and service-focused professional to join our team as a Floating Personal Banking Officer supporting our retail banking team.
As a Personal Banker, you will be assisting members with various loan options, explaining features of all our products and services, opening accounts and referring members for financial planning, investments and insurance products. Primary duties of this unique opportunity are as follows:
DUTIES:
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Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans.
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Grow membership through outside business development efforts and generating new Select Employer Groups.
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Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
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Present and discuss features and benefits of all CU products and services
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Educate members on all the services available to them.
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Build multiple service profitable member relationships
EDUCATION/EXPERIENCE:
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Bachelor’s Degree preferred.
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Minimum 6 months of related platform sales experience or financial experience.
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Good verbal and written communications skills. Must be able to read and write English. Must be able to input, extract and read data and Standard English on a PC.
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Proficient in Microsoft Office: Outlook, Excel and Word
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Must be able to use multiple system programs simultaneously
The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.
Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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