Personal Banker III - NSD Woodland Hills
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 contributes to department, credit union, and branch goals by providing effective service, identifying member needs, and recommending appropriate products and services. The Personal Banker III works across the teller line and platform as needed, as part of a team focused on revenue growth and sales and service goals. The position performs senior teller, operational, and account management transactions; opens deposit accounts; resolves member issues; maintains accounts and member information; and assists with Safe Deposit access or opening Safe Deposit boxes where applicable. The role also balances daily transactions and verifies cash totals.
Requirements
- High school degree or equivalent.
- A minimum of two years of banking experience.
- Track record of outstanding member service.
- Demonstrated success meeting and/or exceeding established goals.
- Lending experience.
- Ability to work bank branch hours.
- Strong people skills and comfort multitasking.
- Ability to work independently and as part of a team.
- Capability in a relationship-focused sales environment.
Responsibilities
- Establish, develop, and retain financial relationships with members to help meet member and credit union goals.
- Communicate professionally and effectively with prospective and current members about a broad range of situations.
- Move between the teller line and platform as needed, working with the team to support 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 coverage.
- Flexible Spending Account (FSA) and Health Savings Account (HSA).
- Company-paid life and accidental death and dismemberment (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
