Personal Banker III - Burbank Empire Center

Overview:

We are seeking a dynamic Personal Banker III, who is an experienced 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:

• Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals.
• This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations.
• The Personal Banker III must be flexible and be 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.
• Performs a full range of senior teller, operational, and account management transactions accurately and efficiently.
• 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.