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Financial Services Representative

Star One Credit Union
Saratoga, CA Full Time
POSTED ON 4/14/2025
AVAILABLE BEFORE 5/12/2025
Star One Credit Union is one of the most successful financial institutions in the country, offering a wide range of financial services to its members. As a Personal Banker, you will play a key role in providing excellent service and support to our members.

**Job Responsibilities:**
  • Provide consultative member support during the new account and consumer loan application process.
  • Review and analyze loan applications and supporting documentation.
  • Advise members of policies, rates, and terms.
  • Act as a primary contact for members by providing application status and collecting documentation.
  • Book consumer loans, disburse funds, and explain loan documents and approved loan terms.


**Requirements:**
  • Two to four years of current and progressive experience within a financial institution, preferably in a personal banking role.
  • Sales and service experience in a branch environment is preferred.
  • Bachelor's degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience.
  • Notary designation required. Mortgage Loan Originator (MLO) registration is required upon employment.


The ideal candidate will have strong written and verbal communications skills, be able to learn and retain banking regulatory information, and be proficient with technology. We offer a competitive salary range of $51,200 - $70,300, plus amazing benefits such as 401(k) Plan, Annual Wellness Benefit, Education Assistance, and more.

Salary : $51,200 - $70,300

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