Lead Personal Banker (Member Service Representative IV)
- Location
- Lancaster, CA
- Listed
- Today
About the role
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
About the role
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range
$29.79 - $44.68
Scheduled Weekly Hours: 40
What You'll Be Doing
- Provides World Class Member service to Members visiting branch/service center locations.
- Provides detailed information and promotes credit union products and services to build relationships.
- Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary Credit Union services.
- Handles most complex situations in specialty area of expertise.
- Acts as lead to assist branch management in functioning of branch.
- Provides suggestions for streamlining department and Credit Union operations. Assists with completing projects and reports related to the department. Performs other related duties as assigned or requested.
- Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding Credit Union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
- Assists the branch with training of new teammembers and cross training of existing teammembers in area of specialty; keeps up to date with policy/procedure updates.
- Acts as department resource for more complex issues including payroll processes, ATM card issues, EFT transactions and checking account problems.
- Provides Members with assistance on trusts, IRAs, deceased, legal, and more sensitive account issues.
- Provides Members with assistance and information on Real Estate products and services. Refers applicants as necessary to Real Estate.
- Acts as department resource for more complex Real Estate transactions.
- Has thorough knowledge of complex savings products and processes including IRAs, deceased and legal.
- Has basic knowledge of Real Estate loan process.
- Assists branch team with face-to-face discussions regarding disputed loan decisions as needed.
- Assists team and Members with complex loan requests and transactions.
- Analyzes consumer loan applications and pertinent Member financial and credit data. May have the authority to approve or deny loans within assigned authority level.
- Has thorough knowledge of consumer loan process.
- Processes new Memberships, additional share accounts, savings services, loan requests and loan fundings as requested by Member.
Additional Job Functions
- Performs other duties as assigned
- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
Qualifications
- High School Diploma or GED required
- 5-7 years of prior related experience required
- Notary License required
- Participation in the CA DMV pull program may be required depending on assignment
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
This organization participates in E-Verify.
Equal opportunity and legal notices
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
From Schools Financial Credit Union's careers page, first listed on Rolev.ai on November 14, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Lead Personal Banker (Member Service Representative IV) job at Schools Financial Credit Union located?
This Lead Personal Banker (Member Service Representative IV) position at Schools Financial Credit Union is located in Lancaster, CA. Always check Schools Financial Credit Union's application page for specific state eligibility or relocation policies.
How do I apply for the Lead Personal Banker (Member Service Representative IV) position at Schools Financial Credit Union?
This listing links directly to Schools Financial Credit Union's Workday application page. You can apply directly on Schools Financial Credit Union's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.