Personal Banker II - Simi Erringer
About The Position
Premier America Credit Union is seeking an experienced Personal Banker II to establish, develop, and retain relationships with members and help them meet their financial goals. The role combines teller and referral functions with opening new accounts and processing loan applications to build member relationships and support growth and sales goals. The Personal Banker II handles cash and a broad range of teller transactions accurately, including deposits, withdrawals, transfers, loan payments, and cashier’s checks. The role also identifies members’ needs through interviews and promotes, educates, and refers members to appropriate credit union products and services.
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 comfort with multitasking.
- Ability to work independently and as a member of a team.
- Ability to work in a relationship-focused sales environment.
- Significant trust, credibility, and diplomacy.
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 process loan applications to build relationships and drive growth and sales opportunities.
- Accurately count cash and checks and package coins and currency.
- Balance daily transactions and verify cash totals.
- Promote, educate, and refer members 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 and in accordance with credit union policies and procedures, including robbery procedures.
Benefits
- Competitive pay.
- Subsidized health care, including medical, dental, and vision.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
