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Senior Financial Advisor

2 months ago

Woodland Hills, California, United States Premier America Credit Union Full time

Job Type:

Full-time

Position Overview:

At Premier America Credit Union, we are dedicated to fulfilling our mission of serving our members by facilitating their financial needs and aspirations. Our team thrives on shared values such as accountability, friendliness, and respect, alongside a commitment to exceptional service and community involvement. We invite you to become a part of our dynamic team and contribute to our collective success.

Role Summary:

We are in search of a skilled Personal Banker III who excels in building, nurturing, and maintaining relationships with our members to assist them in achieving their financial objectives. The ideal candidate will demonstrate proficiency in developing and sustaining financial connections that align with departmental targets.

Key Responsibilities:

  • Establish and cultivate deep financial relationships with members to surpass both member and credit union objectives.
  • Communicate effectively and professionally with both prospective and existing members across a variety of scenarios.
  • Adapt seamlessly between teller duties and platform services, collaborating with the team to optimize revenue growth and achieve personal and branch sales and service goals.
  • Identify member needs and promote suitable products and services while meeting sales targets and service standards.
  • Execute a comprehensive range of senior teller, operational, and account management transactions with accuracy and efficiency.
  • Balance daily transactions and ensure cash totals are correct.
  • Open various deposit accounts, resolve member inquiries, manage account maintenance, and update member information as necessary.
  • Assist members with Safe Deposit access and facilitate the opening of Safe Deposit boxes as applicable.

Qualifications:

  • High School diploma or equivalent.
  • A minimum of two (2) years of experience in the banking sector.
  • Proven track record of delivering exceptional member service.
  • Demonstrated success in meeting and exceeding established performance goals.
  • Experience in lending.
  • Strong interpersonal skills, capable of multitasking, and able to work independently as well as collaboratively in a relationship-focused sales environment.
Compensation Information:

To enhance transparency for candidates, we disclose base pay ranges for all job postings. Our standard pay ranges are established based on function and expertise level, benchmarked against similar growth-stage companies. Final offer amounts will be influenced by various factors including skills, depth of experience, and relevant credentials, and may differ from the ranges provided below.

The base pay range for this position is: $22-$27 hourly.

Keywords: banking, credit union, personal banker, financial service specialist

Premier America Credit Union is an equal opportunity employer and will consider qualified applicants with criminal histories in accordance with applicable laws. We maintain a drug-free workplace.

Benefits:

Our team members enjoy a variety of rewards and benefits, including:

  • Competitive compensation
  • Subsidized healthcare options, including medical, dental, and vision
  • Flexible Spending Account (FSA) and Health Savings Account (HSA)
  • Company-paid life and accidental death & dismemberment insurance
  • Loan discounts (available to members)
  • Paid vacation, holidays, and sick leave
  • 401(k) retirement savings plan with a 6% employer match
  • Educational assistance program and more

About Premier America:

Founded in 1957, Premier America is one of the largest credit unions in the nation, serving over 100,000 members with more than $3 billion in assets. Our mission is to meet the financial needs of our members, who are also our owners. With a robust retail branch network and access to over 30,000 surcharge-free ATMs, we provide comprehensive financial services to individuals in various communities.