Personal Banker II - North Oxnard

Premier America Credit Union

Oxnard (CA)

On-site

USD 30,000 - 36,000

Full time

8 days ago
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Benefits offered by this job

Competitive pay
Health care (medical, dental, vision)
401k retirement plan with employer 6%

Job summary

Premier America Credit Union in Oxnard, CA is seeking a Personal Banker II to advise members, build relationships, and help them reach their financial goals.

You will perform teller duties, open new accounts and loan applications, promote financial products, and ensure accurate cash handling with a strong service mindset. This role emphasizes member relationships and sales growth within the branch.

Qualifications

  • High School degree or equivalent.
  • 6–12 months of branch banking experience (platform experience preferred).
  • Strong track record of delivering exceptional member service.
  • Demonstrated success meeting or exceeding sales goals.
  • Cash handling experience and responsibilities.
  • Strong customer service skills; able to multi-task; work independently and as part of a team.
  • Proven capability in a relationship-focused sales environment.
  • Branch hours – Mon-Thurs: 9am-5pm, Fri: 9am-6pm, Sat: 9am-1pm.

Responsibilities

  • Establish, develop, and retain deep financial relationships with members to meet goals.
  • Performs Teller and referral functions, opens new accounts and loan applications.
  • Accurately count cash, checks, and package coins and currency.
  • Balance daily transactions and verify cash totals.
  • Promotes, educates, and refers credit union products based on member needs.
  • Performs a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments.

Skills

Cash handling
Customer service
Sales target achievement
Multi-tasking
Teamwork

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.

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.
  • 6 months to 1 year of branch banking experience (with platform experience preferred).
  • Strong track record of delivering exceptional member service.
  • Demonstrated success meeting or exceeding sales goals.
  • Cash Handling experience and responsibilities required.
  • Strong customer service skills; comfortable multi-tasking; ability to work independently and as part of a team.
  • Proven capability in a relationship focused sales environment.
  • Branch Hours – Mon-Thurs: 9am-5pm, Fri: 9am-6pm, Sat: 9am-1pm
Pay Range Info:

The base pay range for this position is: $22-$26 / hour

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!

Equal Opportunity Employer - Veteran / Disabled

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