Personal Banker II - Simi Erringer

Premier America Credit Union•Simi Valley, CA

4d•$22 - $28

About The Position

Premier America Credit Union is seeking an experienced Personal Banker II to establish, develop, and retain member relationships and help members meet their financial goals. The role combines teller responsibilities with opening accounts, handling loan applications, and identifying opportunities to promote relevant financial products and services. The position requires accuracy in cash handling and transaction balancing, strong member service, and the ability to meet sales goals.

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.
Capability in a relationship-focused sales environment.
Significant trust, credibility, and diplomacy.

Responsibilities

Establish, develop, and retain 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.
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 products and services based on their needs as determined 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.