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Relationship Manager

2 months ago

Thousand Oaks, California, United States Premier America Credit Union Full time
About the Role

We are seeking a dynamic and experienced Financial Services Representative to join our team at Premier America Credit Union. As a key member of our team, you will be responsible for establishing, developing, and retaining deep financial relationships with members to help meet and exceed member and credit union goals.

Key Responsibilities
  • Responsible for performing a broad variety of Teller transactions, including deposits, withdrawals, transfers, and loan payments, with a high degree of accuracy in accordance with CU's policies and procedures.
  • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities.
  • Promotes, educates, and refers on credit union financial products and services to members 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
  • 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.
What We Offer
  • 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.