Personal Banker (Universal Service Rep): 29 Palms
Company: Frontwave Credit Union
Location: Twentynine Palms
Posted on: June 25, 2022
As a Universal Service Representative you are responsible for
performing a wide variety of responsibilities related to all teller
and FSR I functions, including processing deposits, withdrawals,
loan payments, new accounts and loans. Balances daily transactions
and verifies cash totals. If you enjoy helping people and have
experience working in a financial institution, this job is for
About Frontwave Credit Union:
Frontwave Credit Union is a member-owned not-for-profit financial
institution serving San Diego, Riverside, and San Bernardino
counties. Founded in 1952, we have grown to 14 branches with
100,000 members and manage over a billion in assets. At Frontwave
Credit Union, we are focused on creating consumer solutions to
provide our members and the communities we serve with products and
services that enhance the quality of life for our members through
exceptional service and the progressive application of
Service Excellence Standards:
Employees are expected to model behaviors designed to build and
maintain an environment focused on creating a culture of
- We see it. We own it. We get it done.
- We ignite positive experiences.
- We do things right every time.
- We are collaborators - united, cohesive and engaged.
- We innovate and evolve.
- We create memorable experiences for life.
What's In It For You:
Competitive pay, 401k matching, mortgage and auto discounts.
9-27 days of PTO per year (based on tenure) and 10 paid
Affordable medical, dental, vision health plans, and Flexible
Employee Assistance Program with a variety of services.
Career development, training, and coaching, mentoring; tuition
reimbursement up to $4,000/year.
Culture of excellence and continuous improvement.
We strive to be the best place you've ever worked!
Essential Duties and Responsibilities:
Includes the following non-inclusive list. Other duties may be
assigned. All duties are to be performed in compliance with
applicable laws, regulations, and Credit Union policies and
- Processes routine transactions such as deposits, withdrawals,
transfers, issuing cashier's checks, etc.
- Opens new memberships, all ownerships.Adds/removes joint owners
on existing memberships.
- Interviews potential and existing members to determine
appropriate products and services to meet their financial
- Actively cross-sells additional products and services to meet
- Originates and funds unsecured loans (credit card and personal
loans/lines). Communicates loan decisions.
- Performs follow-up calls to new and existing members to ensure
member satisfaction, answer any questions.
- Answers IRA questions and performs IRA contributions and
- Demonstrates knowledgeable in providing information and
demonstrating alternate delivery channels for member usage
including by not limited to: frontwavecu.com, Online banking,
EStatements, Mobile Deposits, Bill Pay,
- P2P, Remote Transfers, Express Line, etc.
- Serves as a support to new Universal Service
- Participates in end-of-day branch balancing process.
- Demonstrates the ability to be flexible and prioritize
- Balances, fills, audits ATM/CDM/Recycler as needed
- Maintains cash vault
- Instant issues debit cards
Education and/or Experience:
High School Diploma or general education degree (GED).
One year financial institution experience in a Teller or similar
role with an emphasis on accurate cash handling.
Member facing positions at our all branches may require standing.
An adequate number of suitable seats shall be placed in reasonable
proximity to the work area and employees shall be permitted to use
such seats when it does not interfere with the performance of their
Service Excellence Standards
When joining Frontwave Credit Union, you can expect to be a part of
a workforce committed to the following Service Excellence
We see it. We own it. We get it done.
We ignite positive experiences.
We do things right every time.
We are collaborators - united, cohesive and engaged
We innovate and evolve.
We create memorable experiences for life.
We starts with me. Associated topics: call center, coordinator,
customer care, customer care associate, customer care
representative, internship, platform support, service, system
support, technical support
Keywords: Frontwave Credit Union, Corona , Personal Banker (Universal Service Rep): 29 Palms, Other , Twentynine Palms, California
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