Personal Banker III - North Oxnard

Premier America Credit Union; Oxnard (CA); Vor Ort; USD 34.000 - 43.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Health care benefits (medical, dental,

FSA and HSA

Company-Paid Life and AD&D insurance

Discounts on loans for members

Paid Vacation, Holidays, and Sick time

401k with 6% employer match

Educational Assistance

Zusammenfassung

Premier America Credit Union in Oxnard, CA, seeks a Personal Banker III to advise members on financial goals and expand relationships. You will open accounts, process deposits, cross-sell products, and collaborate with team to reach branch targets.

The role requires 2+ years of banking experience, strong customer service skills, and the ability to balance transactions while delivering consistent, compliant service in a fast-paced environment.

Qualifikationen

• High School degree or equivalent.
• A minimum of two (2) years of banking experience.
• Track record of outstanding member service.
• Demonstrated track record of success meeting and/or exceeding established goals.
• Lending 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.

Aufgaben

• Establish, develop and retain deep financial relationships with members to help meet goals.
• Communicate professionally with prospective and current members on a broad range of situations.
• Migrate 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.
• Balance daily transactions and open/maintain accounts, ensuring accuracy.

Kenntnisse

Banking experience

Lending experience

People skills

Team orientation

Ausbildung

High School degree or equivalent

Jobbeschreibung

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
• Track record of outstanding member service.
• Demonstrated track record of success meeting and/or exceeding established goals.
• Lending 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.

Pay Range Info:

The base pay range for this position is: $25-31 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 Workplace