A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
Personal Banker II - Santa Clarita Premier America Credit Union - 3.2 Santa Clarita, CA Job Details Full-time $20 - $26 an hour 10 hours ago Benefits Health savings account Paid holidays Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Vision insurance Qualifications Customer communication Financial sales Financial services customer support Handling large sums of money High school diploma or GED Meeting or exceeding sales goals
Full Job Description Description:
Overview:
We are seeking a dynamic Personal Banker II, 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.
About You :
Customer Service:
You are a resource in identifying and resolving member servicing issues and enhances member experience by providing distinctive quality service.
Teamwork:
Your leadership style emphasizes the importance of teamwork, while encouraging individuals to learn and grow. You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others.
Judgement:
You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements.
Communication:
Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
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. Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities. Accurately count cash, checks, and package coins and currency. Balance daily transactions and verify that cash totals are correct. Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews. 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.
Requirements:
What We Are Looking For:
High School degree or equivalent Track record of outstanding member service Demonstrated success meeting and/or exceeding established sales goals Banking experience Cash Handling 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. A significant level of trust, credibility and diplomacy is required.
Pay Range Info:
The base pay range for this position is: $20 - $26 /hour. 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! Equal Opportunity Employer - Veteran /Disabled Drug-free workplace
