Private banker Jobs in Thousand Oaks, CA

Job Description

Job Description

Description :

At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams . Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth.

We are seeking a dynamic Personal Banker 4, who is an experienced in supporting the Branch Manager with oversight of the branch. Accountable for all aspects of performance including deposit / loan growth, member service, 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.
• Effectively 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.
• Responsible for completing and balancing each day’s transactions and verify all totals to computer generated balance sheet.
• 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. Needs based selling, member relationship responsibilities as necessary
• Ensures member requests and questions are promptly resolved. Handle member complaints. Ensures members are informed of Credit Union services and policies. Ensures the Credit Union’s quality reputation is maintained and protected.
• Assumes responsibility for assisting in the supervision of branch operations ensuring effective and efficient performance of branch operations.
• 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 :

What We Are Looking For :

Key words : banking, credit union, personal banker, financial service specialist

Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

EOE Veteran / Disabled

Drug-free Workplace

Pay Range Info :

To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses / credentials, and may vary from the amounts listed below.

The base pay range for this position is : $29.00 – $36.95 hourly

Perks Important to You :

Our Team Members enjoy the following rewards and benefits :

About Us :

Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact : we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.

Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.