Relationship Banker (Pleasanton, CA)

Financial service consultants at Firefighters First Credit Union (FFCU) establish new member relationships and interface with members to provide a full-service experience. Financial service consultants advise and assist members with transactions across a variety of domains such as member account management and service needs, consumer loan applications that are instantly scored and closed, and cash transactions. Financial service consultants also provide technical support and troubleshooting for FFCU’s products such as online banking, 24-hour voice response, and bill pay to ensure members get the best experience possible. Typical responsibilities: Recommend FFCU financial products and services to meet members’ short and long-term financial needs. Assist members with completing consumer loan applications. Underwrite consumer loans by reviewing applications and making decisions to grant loans within designated authority and timeframe. Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), and/or opening new and sub-accounts. Process cash transactions for members, maintain cash drawers, and daily balance of vaults and branch cash. Process new card orders, PIN changes, and reissue cards. Initiate credit/debit card fraud claims and charge disputes. Participate in special projects and perform other assignments as needed. May travel as occasionally to attend meetings, conferences, training, or other work-related events.