Senior Personal Banker: Grow Member Relationships & Finances

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

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.