Personal Banker III - Burbank Empire Center

Premier America Credit Union; Burbank (CA); Sur place; USD 50 000 - 60 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Health benefits (medical, dental and V

FSA and HSA

Life and AD insurance

Loan discounts

Paid time off

401(k) match

Educational assistance

Résumé du poste

Premier America Credit Union in Burbank, CA seeks a Personal Banker III to build and retain member relationships, advise on banking products, and help members reach their financial goals with professional, friendly service. You will work across teller and platform duties, cross-sell relevant services, and provide accurate, timely account management while upholding service standards and branch goals.

The role requires cash handling experience, strong communication, and the ability to work in a

Qualifications

• High School degree or equivalent
• Minimum of two years banking experience
• Cash handling/teller experience required
• Track record of outstanding member service
• Bilingual Spanish speaker preferred
• Demonstrated success meeting/exceeding goals
• Lending experience
• Able to work branch banking hours
• Strong people skills; multitasking; team player in a relationship-focused sales environment

Responsabilités

• Establish, develop and retain deep financial relationships with members to meet/exceed goals.
• Communicate professionally with prospective and current members across a broad range of situations.
• Rotates between teller line and platform to maximize revenue growth and meet sales/service goals.
• Identify member needs and cross-sell appropriate products and services while meeting sales targets.
• Perform a full range of senior teller, operational and account management transactions accurately.
• Balance daily transactions and verify cash totals are correct.
• Open various deposit accounts and update member information as required.
• Assist members with Safe Deposit access when applicable.

Connaissances

Relationship building

Customer service

Communication

Bilingual Spanish

Formation

High School diploma or equivalent

Description du poste

Description

Overview:

We are seeking a dynamic Personal Banker III, 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.
• This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations.
• The Personal Banker III must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals.
• Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations.
• Performs a full range of senior teller, operational, and account management transactions accurately and efficiently.
• Balances daily transactions and verify that cash totals are correct.
• Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required.
• Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable.

Requirements

What We Are Looking For:

• High School degree or equivalent
• A minimum of two (2) years of banking experience
• Cash handling / teller experience required
• Track record of outstanding member service.
• Bilingual Spanish speaker preferred
• Demonstrated track record of success meeting and/or exceeding established goals.
• Lending experience.
• Must be able to work branch banking hours.
• Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment.

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: $24 - $29 per 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

Drug-free Environment