Personal Banker II - Fulltime - Simi Tapo
$43,680–$54,080 year
On-siteSimi Valley, California, United States
Job Summary
Establish and retain deep financial relationships with members to meet department goals by performing teller and referral functions, opening new accounts, and processing loan applications. Accurately count cash, checks, and coins; balance daily transactions to verify correct totals while executing a broad variety of teller transactions including deposits, withdrawals, transfers, and cashier's checks. Promote and educate members on credit union financial products based on their needs, ensuring all operations comply with internal policies, procedures, and legal/regulatory requirements. This role requires a track record of outstanding member service and demonstrated success in meeting sales goals within a relationship-focused environment.
Required Qualifications
- 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
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