Personal Banker IV - Warner Center - Full-time

About the Role

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

Responsibilities

• Build strong relationships to promote member retention and loyalty while identifying member needs and providing exceptional service.
• Assist in supervising branch team members to ensure optimal performance.
• Perform a broad variety of teller transactions, including deposits, withdrawals, transfers, and loan payments with high accuracy.
• Sell cashier’s checks in compliance with credit union policies and procedures, including robbery protocols.
• Maintain privacy of member account information and security of assigned cash and keys.
• Handle member accounts, including correspondence, instant-issue debit cards, file maintenance, and telephone inquiries.
• Provide complex senior-level services such as opening accounts, processing loan applications, and managing member service requests, business accounts/loans, wealth management, licensing, and special accounts.
• Engage in need-based selling and member relationship management.
• Resolve member requests and complaints promptly while ensuring members are informed of credit union services and policies.
• Maintain the credit union’s quality reputation.
• Ensure the branch balances all transactions at the close of each day, run related reports, and complete end-of-day checklists.
• Act as a designated Mortgage Loan Originator (MLO) in full compliance with the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act.

Requirements

• High school graduate or equivalent (college degree preferred).
• 3 to 5 years of branch banking experience with sales.
• Advanced understanding of credit union products and services.
• Demonstrated success in meeting or exceeding advanced sales and lending goals in a relationship-focused environment.
• Recent cash handling experience.
• Supervisory/management experience preferred.
• Strong customer service skills; ability to multitask, work independently, and as part of a team.
• Bilingual preferred.
• NMLS license required.

Schedule

Monday–Thursday (9am–5pm); Friday (9am–6pm); Saturday (9am–2pm).

Pay

Base pay range: $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 options.
• Pet insurance.
• Company-paid life and accidental death & dismemberment (A&D) insurance.
• Discounts on loans (must be a member).
• Paid vacation, holiday, and sick time.
• 401k Retirement Savings Plan with a 6% safe harbor employer match.
• Educational Assistance Program and more.