Personal Banker II - Warner Center
About The Position
We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. You are a resource in identifying and resolving member servicing issues and enhances member experience by providing distinctive quality service. Your leadership style emphasizes the importance of teamwork, while encouraging individuals to learn and grow. You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others. You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements. Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Responsible for establishing, developing, and retaining 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.
Requirements
- High School degree or equivalent
- Track record of outstanding member service
- Demonstrated success meeting and/or exceeding established sales goals
- Banking experience with platform duties
- 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.
Responsibilities
- Establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals.
- Performing Teller and referral functions, opening new accounts and loan applications to building relationships and drive growth and sales opportunities.
- Accurately counting cash, checks, and packaging coins and currency.
- Balancing daily transactions and verifying that cash totals are correct.
- Promoting, educating, and referring on credit union financial products and services to members in the community based on their needs as determined from member interviews.
- Performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments.
- Selling cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures.
Benefits
- Competitive pay
- Subsidized health care including medical, dental and vision
- FSA and HSA
- 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
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
High school or GED
