Personal Banker II - Granada Hills

Premier America Credit Union • Granada Hills, CA

1d

About The Position

The Personal Banker II establishes, develops, and retains financial relationships with members to help meet member and credit union goals. The role provides distinctive member service, identifies and resolves servicing issues, and promotes financial products and services based on members’ needs. It performs teller and referral functions, opens new accounts and loan applications, and supports growth and sales opportunities. The position also handles cash and currency, balances daily transactions, and carries out teller transactions in accordance with credit union policies, procedures, and robbery procedures.

Requirements

• 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 and ability to multitask.
• Ability to work independently and as a member of a team.
• Ability to work in a relationship-focused sales environment.
• A significant level of trust, credibility, and diplomacy.
• Excellent interpersonal and communication skills, including the ability to build rapport and relate to others.
• Sound judgment in applying business policies, managing risks, and ensuring compliant operations.

Responsibilities

• Establish, develop, and retain deep financial relationships with members to help meet and exceed member and credit union goals.
• Perform teller and referral functions, open new accounts and loan applications, and build relationships that support growth and sales opportunities.
• Count cash and checks accurately and package coins and currency.
• Balance daily transactions and verify cash totals.
• Promote, educate members about, and refer them to credit union financial products and services based on needs identified through member interviews.
• Perform teller transactions including deposits, withdrawals, transfers, and loan payments.
• Sell cashier’s checks accurately in accordance with credit union policies and procedures, including robbery procedures.
• Identify and resolve member servicing issues and enhance the member experience with distinctive quality service.
• Adhere to organizational Core Values and ensure operations comply with internal policies, procedures, and legal and regulatory requirements.

Benefits

• Competitive pay.
• Subsidized medical, dental, and vision coverage.
• Flexible spending account (FSA) and health savings account (HSA).
• Company-paid life and accidental death and dismemberment insurance.
• Loan discounts for members.
• Paid vacation, holiday, and sick time.
• 401(k) retirement savings plan with a 6% safe harbor employer match.
• Educational assistance program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED