Personal Banker II - Burbank Empire Center

Premier America Credit Union; Burbank (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Subsidized health care including med,

FSA and HSA

Company-Paid Life and A&D insurance

Discounts on loans (member)

Paid Vacation, Holiday, and Sick time

401k Retirement Saving Plan with 6%

Educational Assistance Program and más

Job summary

Premier America Credit Union in Burbank, CA is seeking a dynamic Personal Banker II to advise members, grow relationships, and help them reach financial goals. You will conduct teller and referral activities, open new accounts and loan applications, and promote CU products.

A strong service mindset and teamwork are essential in a fast-paced, member-focused environment. This role emphasizes trust, accuracy in cash handling, and the ability to balance daily transactions while delivering

Qualifications

• High School degree or equivalent.
• Branch banking experience with daily cash handling and balancing.
• Proven ability to meet or exceed sales goals.
• Flexible schedule including Saturdays (on rotation).

Responsibilities

• Build and retain deep member relationships to meet goals.
• Perform Teller and referral functions; open accounts and loan applications.
• Accurately count cash, checks, and coin.
• Balance daily transactions and verify cash totals.
• Promote and refer CU products based on member needs.
• Handle teller transactions including deposits, withdrawals, transfers, and loan payments; sell cashier's checks per policy.

Skills

Member service

Branch banking

Cash handling

Sales targets

Schedule flexibility

People skills

Multitasking

Teamwork

Relationship selling

Professional trust

Education

High School diploma or equivalent

Job description

Description

Overview:

We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals.

About You:

• Customer Service: You are a resource in identifying and resolving member servicing issues and enhances member experience by providing distinctive quality service.
• Teamwork: Your leadership style emphasizes the importance of teamwork, while encouraging individuals to learn and grow. You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others.
• Judgement: You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements.
• Communication: Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

What You Will Do:

• Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals.
• Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities.
• Accurately count cash, checks, and package coins and currency.
• Balance daily transactions and verify that cash totals are correct.
• Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews.
• Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures.

Requirements

What We Are Looking For:

• High School degree or equivalent
• Track record of outstanding member service
• Requires previous branch banking experience including daily cash handling / balancing experience
• Demonstrated success meeting and/or exceeding established sales goals
• Must be able to work bank hours Monday thru Friday, and Saturdays (on rotation).
• Strong “People” skills, comfortable multi-tasking, ability to work independently and as a member of a team, capable in a relationship focused sales environment.
• A significant level of trust, credibility and diplomacy is required.

Equal Opportunity Employer - Veteran / Disabled

Drug-free workplace

Pay Range Info:

The base pay range for this position is: $ 23 - $28 / hourly based on experience.

Perks Important to You:

Our Team Members enjoy the following rewards and benefits:

• Competitive pay
• Subsidized health care including medical, dental and vision
• FSA and HSA
• Company-Paid Life and A&D insurance
• Discounts on loans (must be a member)
• Paid Vacation, Holiday, and Sick time
• 401k Retirement Saving Plan with a 6% safe harbor employer match
• Educational Assistance Program and more!