Personal Banker II - Granada Hills
About The Position
We are seeking an experienced Personal Banker II to establish, develop, and retain member relationships and help members meet their financial goals. The role also supports department and credit union goals while adhering to organizational Core Values. The Personal Banker provides distinctive member service by identifying and resolving servicing issues, communicating effectively, working collaboratively, and exercising sound judgment in managing risks and following internal policies and legal and regulatory requirements. The position performs teller and referral functions, opens accounts and loan applications, and promotes financial products and services based on members’ needs. The role includes processing and balancing cash transactions accurately and following credit union 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.
- Cash handling experience.
- Strong interpersonal skills and ability to build rapport and relate to others.
- Ability to multitask and work independently as well as on a team.
- Capability in a relationship-focused sales environment.
- A significant level of trust, credibility, and diplomacy.
- Ability to make sound decisions about business policies, manage risks, and ensure operations comply with internal policies, procedures, and legal and regulatory requirements.
- Effective communication skills, including accurately transmitting, receiving, and interpreting ideas, information, and needs.
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 support growth and sales opportunities.
- Accurately count cash and checks 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 a broad variety of teller transactions, including deposits, withdrawals, transfers, loan payments, and cashier’s check sales, in accordance with credit union policies and procedures, including robbery procedures.
- Identify and resolve member servicing issues and provide distinctive quality service.
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
