Personal Banker II

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. Come grow with us and be part of growth and the Premier America family

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
• Previous banking experience required 
• Cash Handling experience in a banking environment required
• Bilingual Spanish speaking preferred
• Track record of outstanding member service 
• Demonstrated success meeting and/or exceeding established sales goals 
• 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.

Key words: banking, credit union, personal banker, financial service specialist

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 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