Financial Services Professional

6 days ago


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

We are seeking a highly skilled and experienced Senior Financial Relationship Manager to join our team at Premier America Credit Union. This is an exceptional opportunity to work with a dynamic organization that is dedicated to serving the needs of our members.

Key Responsibilities
  • Establish, develop, and retain deep financial relationships with members to help meet their financial goals.
  • Provide professional and effective communication with prospective and current members on a broad range of situations.
  • Migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and meet or exceed personal and Branch sales and service goals.
  • Identify member needs and cross-sell appropriate products and services, while meeting sales goals and service standard expectations.
  • Perform a full range of senior teller, operational, and account management transactions accurately and efficiently.
Requirements
  • A minimum of two (2) years of banking experience.
  • A 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.
What We Offer

Premier America Credit Union offers a competitive pay range of $22.25-$28.00 per hour, along with a comprehensive benefits package including subsidized health care, FSA and HSA, company-paid life and A&D insurance, discounts on loans, 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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