Personal Banker II: Build Relationships & Help Members Thrive

Premier America Credit Union; Simi Valley (CA); On-site; USD 46,000 - 54,000; Full time

Benefits offered by this job

Competitive pay

Health insurance

FSA/HSA

Life & AD&D insurance

Discounts on loans

Paid vacation

401k match

Educational assistance

Job summary

Premier America Credit Union is seeking a dynamic Personal Banker II to advise members and grow financial relationships tailored to their goals. You will help meet department objectives by delivering exceptional service and sales opportunities.

You will handle teller functions, open new accounts and loan applications, count cash accurately, and balance daily transactions while educating members on our financial products and services.

Qualifications

• High School diploma or equivalent.
• Track record of outstanding member service and sales results.
• Banking experience and cash handling skills.
• Strong people skills; able to work independently and in a team.

Responsibilities

• Establish, develop and retain deep member relationships to meet credit union goals.
• Perform teller duties and referrals; open accounts and loan applications to drive growth.
• Accurately count cash, checks, coins; balance daily transactions.
• Promote and refer credit union products based on member needs.
• Handle deposits, withdrawals, transfers, loan payments; sell cashier's checks accurately.

Skills

Customer service

Sales targets

Cash handling

Teamwork

Education

High School diploma or equivalent

Job description

Premier America Credit Union is seeking a dynamic Personal Banker II to advise members and grow financial relationships tailored to their goals. You will help meet department objectives by delivering exceptional service and sales opportunities.

You will handle teller functions, open new accounts and loan applications, count cash accurately, and balance daily transactions while educating members on our financial products and services.