Personal Banker III - Fulltime - Granada Hills
About The Position
We are seeking a dynamic Personal Banker III, who is an experienced branch banking 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. This role requires a strong ability to professionally and effectively communicate with prospective and current members in a broad range of situations, to establish, develop and retain deep financial relationships to help meet and exceed member and credit union goals. The Personal Banker III must be flexible and willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals. Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations. Balances daily transactions and verify that cash totals are correct. Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required. Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable.
Requirements
- High School degree or equivalent
- A minimum of two (2) years of branch banking experience
- Track record of outstanding member service in a relationship focused sales environment.
- Demonstrated track record of success meeting and/or exceeding established sales and lending goals.
- Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team, capable in a relationship-focused sales environment.
Responsibilities
- Professionally and effectively communicate with prospective and current members
- Establish, develop and retain deep financial relationships
- Migrate between the teller line and platform seamlessly
- Identify member needs and cross-sell appropriate products and services
- Balance daily transactions and verify that cash totals are correct
- Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required
- Assist members with Safe Deposit access/open Safe Deposit boxes for members, where applicable
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 and more!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
251-500 employees
