Financial Partners Credit Union
Lead Personal Banking Officer
Financial Partners Credit Union, Orange, California, United States, 92613
Lead Personal Banking Officer
Financial Partners Credit Union, recognized as the Top Place to Work by the Orange County Register, the Best Credit Unions to Work For by American Banker, and Best Credit Unions in California by Forbes, is seeking a dynamic, highly motivated individual with a proven track record of success to join our Orange Branch as a Lead Personal Banking Officer.
Responsibilities
Process mortgage and consumer loan applications, prepare documentation and fund loans.
Grow membership through outside business development and new Select Employer Groups.
Open and close checking, savings, money market, CD, and IRA accounts following credit union policies.
Present and discuss features and benefits of all credit union products and services.
Educate members on available services.
Build multiple profitable member relationships.
Qualifications
Bachelor’s Degree preferred.
Minimum 6 months of related platform sales or financial experience.
Good verbal and written communication skills; must be able to read, write, and input English data.
Proficiency in Microsoft Office: Outlook, Excel, and Word.
Ability 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 the 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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Responsibilities
Process mortgage and consumer loan applications, prepare documentation and fund loans.
Grow membership through outside business development and new Select Employer Groups.
Open and close checking, savings, money market, CD, and IRA accounts following credit union policies.
Present and discuss features and benefits of all credit union products and services.
Educate members on available services.
Build multiple profitable member relationships.
Qualifications
Bachelor’s Degree preferred.
Minimum 6 months of related platform sales or financial experience.
Good verbal and written communication skills; must be able to read, write, and input English data.
Proficiency in Microsoft Office: Outlook, Excel, and Word.
Ability 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 the 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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