Personal Banker II - Simi Erringer

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

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
• 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 independent AND as a member of a team, capable in a relationship focused sales environment.
• A significant level of trust, credibility and diplomacy is required.

Key words: banking, credit union, personal banker, financial service specialist

Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

EOE/Drug-free workplace

Pay Range Info:

To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.

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!

About Us:

Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.

Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members