Personal Banker IV - Warner Center

About the role

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.

Responsibilities

• Build strong relationships to promote member retention and loyalty, provide exceptional service while identifying member’s needs.
• Effectively assist in supervising branch team members, ensuring optimal performance.
• Assume responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments; sell cashier's checks with a high degree of accuracy in accordance with Credit Union policies and procedures, including robbery procedures.
• Preserve privacy on member account information and security of assigned cash and keys by complying with all applicable branch security procedures.
• Perform a variety of duties related to member accounts including but not limited to member correspondence, instant issue debit cards, file maintenance, and telephone.
• Perform 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.
• Demonstrate sales and operational proficiency; conduct need-based selling and member relationship responsibilities as necessary.
• Ensure member requests and questions are promptly resolved; handle member complaints.
• Ensure members are informed of Credit Union services and policies.
• Maintain and protect the Credit Union’s quality reputation.
• Ensure 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 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 – $37 hourly plus incentives (guaranteed $500/month for the first three months).

Benefits

• Competitive pay
• Subsidized health care including medical, dental and vision
• FSA and HSA
• 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

Schedule

Must be able to work branch hours: Monday–Thursday 9:00 am–5:30 pm, Friday 9:00 am–6:30 pm, Saturday 9:00 am–1:00 pm.