Personal Banker/Branch Service Representative

United States·Los Angelesmid

OtherBranch

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Key Responsibilities

Responds to members' requests for information on various products and services, answers questions,

Technical Tools

OtherBranch

~1 min read

→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 member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone.
→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, counsel's 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 them that meets those needs.