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Personal Banking Officer

Company: Financial Partners Credit Union
Location: Orange
Posted on: July 10, 2019

Job Description:

Financial Partners Credit Union is one of the nation's largest credit unions with a reputation for being financially sound, focused on our members and partners, and growth-oriented. At FPCU, our partners work together with a common vision, "Building Lifetime Financial Partnerships." In doing so, we promote a culture where your opinions matter, your development matters, and you count. We encourage our partners to challenge themselves to work smarter, be more successful and grow to their potential.Primary Duties Of This Unique Opportunity Are As FollowsWe are looking for Personal Banking Officers with proven track records of success to join the teams in our Huntington Beach, Downey and Rancho Dominguez branches. As a Personal Banking Officer, 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.DUTIESProcess mortgage and consumer loan applications, prepare documentation as appropriate and fund loans. Grow membership through outside business development efforts and generating new Select Employer Groups. Apply consultative sales skills with members and use credit reports to perform a credit review for members identifying cross sell opportunities. Open and close checking, savings, money market, CD's, IRA's following credit union policies and procedures. Present and discuss features and benefits of all CU products and services Assist members in using convenient access services, such as Mobile, Bill Pay, Direct Deposit, E Banking, E Quest, PTM, ATM and shared branches. Educate members on all the services available to them. Teleconsult and follow up on approved, unfunded loans, new members, and other available opportunities. Adheres to applicable procedures and applies good judgment when establishing new accounts, funding loans and accepting items for deposit to eliminate risk of loss to the credit union. Build multiple service profitable member relationships We share a collaborative obligation to ensure that we conduct ourselves in the utmost ethical manner and that we hold each other accountable to the values and standards of the organization. Financial Partners Credit Union is a not-for-profit organization and our purpose is to help our members achieve their financial goals. Established in 1937 and with over $1.0 billion in assets, Financial Partners continues to deliver legendary service to over 75,000+ members. We believe in Building Lifetime Financial Partnerships with our members and we are consistently finding innovative ways to make each experience easy and enjoyable.

Keywords: Financial Partners Credit Union, Orange , Personal Banking Officer, Accounting, Auditing , Orange, California

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