Personal Banker IV - Simi Erringer

Overview

We are seeking a dynamic Personal Banker IV, who is experienced in supporting the Branch Manager with oversight of the branch. Accountable for all aspects of performance including deposit/loan growth, member services, business development and operations for the branch.

What You Will Do

• Responsible for building strong relationships to promote member retention and loyalty, provide exceptional service while identifying member's needs.
• Effective assistance in supervising branch team members, ensuring optimal performance.
• 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.
• Preserves privacy on member account information and security of assigned cash and keys by complying with all applicable branch security procedures.
• Performs a variety of duties related to member accounts including but not limited to member correspondence, instant issue debit cards, file maintenance, and telephone.
• Performs complex senior level services such as opening accounts, accepting and processing loan applications and handling member service requests, business account/loans, wealth management, licensing, special accounts, etc.
• Sales and operationally proficient. Need-based selling, member relationship responsibilities as necessary.
• Ensures member requests and questions are promptly resolved, handles member complaints.
• Ensures members are informed of Credit Union services and policies. Ensures the Credit Union's quality reputation is maintained and protected.
• Ensures the branch balances all transactions at the close of each day. Run related reports and complete all checklists at the end of each day.
• This position is a designated Mortgage Loan Originator (MLO), and as such, requires full compliance with the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act.

Requirements

• High school graduate or equivalent (College degree preferred).
• Required 3 to 5 years branch banking experience.
• Advanced understanding of credit union products and services.
• Demonstrated track record of success meeting and/or exceeding established advanced sales and lending goals in a relationship focused sales environment.
• Outstanding member experience.
• Cash Handling experience.
• Supervisory/Management experience preferred.
• Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team.
• NMLS license required.

Pay

The base pay range for this position is: $30.27 – $37.84 hourly plus incentives (guaranteed $500/month for the first three months).

Schedule

Branch hours: 8:30am - 5:30pm Mon-Fri, 8:30am-1:30pm Sat.

Benefits

• Competitive pay.
• Subsidized health care including medical, dental and vision.
• FSA and HAS.
• Pet Insurance.
• 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!

This response is AI-generated, for reference only.