Personal Banker IV - Simi Tapo at Premier America Credit Union

Simi Valley, California, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Apr, 26

Salary

37.84

Posted On

08 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Branch Banking Experience, Customer Service Skills, Sales Experience, Cash Handling, Supervisory Skills, Lending Experience, Relationship Building, Problem Solving, Operational Proficiency, Member Retention, Business Development, Teller Transactions, Account Management, Member Services, Complaint Handling, Financial Counseling

Industry

Banking

Description

Description Job Title: PERSONAL BANKER IV - Simi Tapo Overview: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. We are seeking a dynamic Personal Banker IV, who is experienced in supporting the Branch Manager with oversight of the branch. Accountable for all aspects of performance including deposit/loan growth, member services, business development and operations for the branch. What You Will Do: Responsible for building strong relationships to promote member retention and loyalty, provide exceptional service while identifying member’s needs. Effective assistance in supervising branch team members, ensuring optimal performance. Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Preserves privacy on member account information and security of assigned cash and keys by complying with all applicable branch security procedures. Responsible for completing and balancing each day’s transactions and verify all totals to computer generated balance sheet. Performs a variety of duties related to member accounts including but not limited to member correspondence, instant issue debit cards, file maintenance, and telephone. Performs complex senior level services such as opening accounts, accepting and processing loan applications and handling member service requests, business account/loans, wealth management, licensing, special accounts, etc. Sales and operationally proficient. Needs-based selling, member relationship responsibilities as necessary Ensures member requests and questions are promptly resolved. Handles member complaints. Ensures members are informed of Credit Union services and policies. Ensures the Credit Union’s quality reputation is maintained and protected. Assumes responsibility for assisting in the supervision of branch operations and ensuring effective and efficient performance of branch operations. Ensures the branch balances all transactions at the close of each day. Run related reports and complete all checklists at the end of each day. This position is a designated Mortgage Loan Originator (MLO), and as such, requires full compliance with the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act. Requirements What We Are Looking For: · High school graduate or equivalent/College degree preferred · Required 3 to 5 years branch banking experience · Advanced understanding of credit union products and services · Demonstrated track record of success meeting and/or exceeding established sales goals · Outstanding member experience · Cash Handling experience · Supervisory/Management experience, preferred · Advanced Sales and Lending experience · Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team, · Proven capability and success in a relationship focused sales environment. Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE Veteran / Disabled Drug-free Workplace Pay Range Info: The base pay range for this position is: $30.27 – $37.84 hourly plus incentives (guaranteed $500/month for the first three months) Perks Important to You: Our Team Members enjoy the following rewards and 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! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Responsibilities

The Personal Banker IV is responsible for supporting the Branch Manager and overseeing branch performance, including deposit and loan growth, member services, and operations. This role involves building strong member relationships, supervising team members, and ensuring compliance with security procedures.