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Description
Job Title: PERSONAL BANKER IV - Fulltime Thousand Oaks
Overview:
We are seeking a dynamic Personal Banker IV, who is experienced in supporting the Branch Manager with oversight of the branch. Accountable for all aspects of performance including deposit/loan growth, member services, business development and operations for the branch.
What You Will Do:
- Responsible for building strong relationships to promote member retention and loyalty, provide exceptional service while identifying member’s needs.
- Effective assistance in supervising branch team members, ensuring optimal performance. 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.
- Preserves privacy on member account information and security of assigned cash and keys by complying with all applicable branch security procedures.
- Performs a variety of duties related to member accounts including but not limited to member correspondence, instant issue debit cards, file maintenance, and telephone. Performs complex senior level services such as opening accounts, accepting and processing loan applications and handling member service requests, business account/loans, wealth management, licensing, special accounts, etc.
- Sales and operationally proficient. Needs-based selling, member relationship responsibilities as necessary
- Ensures member requests and questions are promptly resolved, handles member complaints.
- Ensures members are informed of Credit Union services and policies. Ensures the Credit Union’s quality reputation is maintained and protected.
- Ensures the branch balances all transactions at the close of each day. Run related reports and complete all checklists at the end of each day.
- This position is a designated Mortgage Loan Originator (MLO), and as such, requires full compliance with the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act.
Requirements
What We Are Looking For:
- High school graduate or equivalent (College degree preferred)
- Required 3 to 5 years branch banking experience
- Advanced understanding of credit union products and services
- Demonstrated track record of success meeting and/or exceeding established advanced sales and lending goals in a relationship focused sales environment
- Outstanding member experience
- Cash Handling experience
- Supervisory/Management experience, preferred
- Advanced Sales and Lending experience
- Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team,
- NMLS license required
- Branch Hours: Mon-Thurs: 9:00am - 5:00pm, Fri: 9:00am-6:00pm, Sat: 9:00am -1:00pm
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
EOE Veteran / Disabled
Drug-free Workplace
Pay Range Info:
The base pay range for this position is: $30.27 – $37.84 hourly plus incentives (guaranteed $500/month for the first three months)
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
- Pet Insurance
- 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!
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
EOE Veteran / Disabled
Drug-free Workplace
Learn more about this Employer on their Career Site
