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Personal Financial Representative (Personal Banker)
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$19.5 - $28.41 an hour
- The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public.
- Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
- Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members.
- Review credit reports for concerns and obtains approvals and submit loan documentation.
- Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
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