Relationship-Driven Personal Banker II

Premier America Credit Union; Simi Valley (CA); Vor Ort; USD 30.000 - 39.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Subsidized health care including MED/D

FSA and HSA

Company-Paid Life and A&D insurance

Discounts on loans

Paid Vacation, Holiday, and Sick time

401k Retirement Saving Plan with a 6%

Educational Assistance Program and más

Zusammenfassung

Premier America Credit Union is seeking a dynamic Personal Banker II in California to establish, develop, and retain member relationships and help meet financial goals. The role includes teller duties, account openings, and sales referrals to drive growth.

Ideal candidates have a high school diploma, banking experience, and strong customer service skills, with the ability to work independently or in a team in a relationship-focused sales environment. Benefits provided.

Qualifikationen

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

Aufgaben

• Establish, develop, and retain 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.

Kenntnisse

Member service

Sales goals

Banking experience

Cash handling

People skills

Teamwork

Diplomacy

Ausbildung

High School degree or equivalent

Jobbeschreibung

Premier America Credit Union is seeking a dynamic Personal Banker II in California to establish, develop, and retain member relationships and help meet financial goals. The role includes teller duties, account openings, and sales referrals to drive growth.

Ideal candidates have a high school diploma, banking experience, and strong customer service skills, with the ability to work independently or in a team in a relationship-focused sales environment. Benefits provided.