Job Title: Personal Banker IV – Warner Center
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.
