Personal Banker III - Thousand Oaks Branch

Premier America Credit Union; Thousand Oaks (CA); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

Subsidized health care including med/d

Dental and vision

FSA and HSA

Company-Paid Life and AD insurance

Discounts on loans

Paid Vacation, Holiday, and Sick time

401k Retirement Saving Plan with a 6%"

Job summary

Premier America Credit Union in Thousand Oaks, CA seeks a dynamic Personal Banker III to advise members, establish and develop relationships, and help meet financial goals. You will rotate between teller and platform, delivering high‑quality service and identifying needs.

This role emphasizes cross‑selling suitable products, maintaining accuracy in account transactions, and supporting branch sales and service goals.

Qualifications

• High School degree or equivalent.
• Minimum of two years of banking experience.
• Proven track record of outstanding member service.
• Track record of meeting/exceeding goals.
• Lending experience is a plus.
• Strong people skills; able to work independently and in a team.

Responsibilities

• Establish, develop and retain deep financial relationships to meet goals.
• Communicate effectively with members on a broad range of situations.
• Flexibly migrate between teller and platform to maximize revenue growth.
• Identify member needs and cross-sell appropriate products.
• Perform senior teller, operational, and account management transactions.
• Open deposits, resolve issues, update member information, and manage Safe Deposit access.

Skills

Customer service

Sales ability

Relationship building

Communication skills

Team player

Education

High School diploma

Tools

Banking software

Job description

Description

At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family!

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 3 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:

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: $23 -$29 per hour plus earned incentives

Equal Opportunity Employer - Veteran / Disabled

Drug-free workplace

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!