Job Title: Personal Banker III – Full-time – Thousand Oaks Branch
Overview:
We are seeking a dynamic Personal Banker III, who is an experienced branch banking 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.
What You Will Do:
· This role requires a strong ability to professionally and effectively communicate with prospective and current members in a broad range of situations, to establish, develop and retain deep financial relationships to help meet and exceed member and credit union goals. · The Personal Banker III must be flexible and willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals. · Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations. · Balances daily transactions and verify that cash totals are correct. · Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required. · Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable.
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