Personal Banker III - North Oxnard
About The Position
We are seeking an experienced Personal Banker III to establish, develop, and retain member relationships and help members meet their financial goals. The role supports department and credit union goals by providing effective member service, identifying needs, and recommending appropriate products and services. The Personal Banker III works flexibly between the teller line and platform as part of a team, contributing to revenue growth and personal and branch sales and service goals. The position also performs senior teller, operational, and account-management transactions; balances daily transactions and verifies cash totals; opens deposit accounts; resolves member issues; maintains accounts and member information; and assists with access to or opening of Safe Deposit boxes where applicable.
Requirements
- High school degree or equivalent.
- At least two years of banking experience.
- Track record of outstanding member service.
- Demonstrated success meeting and/or exceeding established goals.
- Lending experience.
- Strong people skills and comfort multitasking.
- Ability to work independently and as a member of a team.
- Ability to work in a relationship-focused sales environment.
Responsibilities
- Establish, develop, and retain deep financial relationships with members to help meet and exceed member and credit union goals.
- Communicate professionally and effectively with prospective and current members in a broad range of situations.
- Move between the teller line and platform as needed, working with the team to maximize revenue growth and meet or exceed personal and branch sales and service goals.
- Identify member needs and cross-sell appropriate products and services while meeting sales goals and service standards.
- Perform senior teller, operational, and account-management transactions accurately and efficiently.
- Balance daily transactions and verify cash totals.
- Open deposit accounts, resolve member issues, manage account maintenance, and update member information as required.
- Assist members with Safe Deposit access and open Safe Deposit boxes where applicable.
Benefits
- Competitive pay.
- Subsidized medical, dental, and vision care.
- Flexible Spending Account (FSA) and Health Savings Account (HSA).
- Company-paid life and A&D 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
