Personal Banker III - CSUN Campus Branch
About The Position
Overview: We are seeking a dynamic Personal Banker III, who is an experienced 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. What You Will Do: Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals. This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations. The Personal Banker 3 must be flexible and be 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. Performs a full range of senior teller, operational, and account management transactions accurately and efficiently. 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 banking experience
- Track record of outstanding member service.
- Demonstrated track record of success meeting and/or exceeding established goals.
- Lending experience.
- Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment.
Responsibilities
- Establishing, developing and retaining deep financial relationships with members
- Professionally and effectively communicate with prospective and current members
- Migrate between the teller line and platform seamlessly
- Identifying member needs and cross-selling appropriate products and services
- Performing a full range of senior teller, operational, and account management transactions accurately and efficiently
- Balancing daily transactions and verify that cash totals are correct
- Opening all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required
- Assisting 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
101-250 employees
