Personal Banker II - Granada Hills

Premier America Credit Union; Los Angeles (CA); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Health benefits

Paid vacation and holidays

401k plan with employer match

Educational assistance

Job summary

Premier America Credit Union in Los Angeles is seeking a Personal Banker II to advise members, grow relationships, and help meet financial goals. You will handle teller duties, open accounts and loans, and refer products to fit member needs.

Requirements include a high school diploma, customer-service excellence, and cash handling experience. Expect a collaborative team environment with competitive pay and benefits.

Qualifications

• High School degree or equivalent is required.
• Proven track record of outstanding member service and sales goals.
• Banking and cash handling experience preferred.
• Strong interpersonal skills and the ability to work independently or on a team.

Responsibilities

• Establish and retain deep financial relationships with members to meet goals.
• Perform teller and referral tasks, open accounts and loan applications.
• Count cash, checks, and package coins; balance daily transactions.
• Promote and refer financial products based on member needs; follow policies.

Skills

Customer service

People skills

Communication

Teamwork

Multi-tasking

Sales skills

Relationship building

Independent work

Education

High School diploma

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, and adhere to our organizational Core Values.

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 Demonstrated success meeting and/or exceeding established sales goals Banking experience Cash Handling experience
• 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: $22 - $28 / hourly.

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!