Senior Personal Banker: Build Relationships & Cross-Sell

Premier America Credit Union; Oxnard (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Banking experience

Lending experience

People skills

Team orientation

Education

High School degree or equivalent

Job description

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.