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Job DescriptionCalling All Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed., • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance., • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member., • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients., • Exceptional communication skills and a passion for delivering world-class service., • A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community., • A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose., • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others., • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching., • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch., • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners, • 3+ years of customer service experience, • 3+ years branch banking experience, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management, organizational skills & ability to multi-task, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Excellent verbal, written and interpersonal skills, • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo, • Member Satisfaction Evaluation, • Cash balancing standards, • Quality Reviews – Loan / Memberships, • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo), • 8-12 Insurance Units/Mo, consisting of the following three:, • PLP Units/ 35% Penetration, • GAP/Units / 50% Penetration, • MBI Units / 10% Penetration, • 5-7 Qualified Referrals/Mo consisting of the following three:, • Wealth Management Referrals, • Auto Advisor / Autoland Referrals, • Home Mortgage Referrals, • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation., • Able / flexible to work evenings and Saturday at the convenience of the member., • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR En2L7riFLe

Job DescriptionCalling All Banking Relationship Managers and Premier Bankers We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed., • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance., • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member., • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients., • Exceptional communication skills and a passion for delivering world-class service., • A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community., • A Series 6 and 63 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose., • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others., • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching., • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch., • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners, • 3+ years of customer service experience, • 3+ years branch banking experience, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management, organizational skills & ability to multi-task, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Excellent verbal, written and interpersonal skills, • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo, • Member Satisfaction Evaluation, • Cash balancing standards, • Quality Reviews – Loan / Memberships, • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo), • 8-12 Insurance Units/Mo, consisting of the following three:, • PLP Units/ 35% Penetration, • GAP/Units / 50% Penetration, • MBI Units / 10% Penetration, • 5-7 Qualified Referrals/Mo consisting of the following three:, • Wealth Management Referrals, • Auto Advisor / Autoland Referrals, • Home Mortgage Referrals, • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation., • Able / flexible to work evenings and Saturday at the convenience of the member., • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR TYy4TCg46E

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies, • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs, • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially, • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications, • Receive direction from managers and exercise judgement within defined policies and procedures, • Develop understanding of bank products and services to connect to customers' needs, • Interact with customers to demonstrate care and build relationships, • Provide appropriate options for bank products and services to customer, • Refer customers' financial needs to other bankers and partners as needed, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:, • Customer service focus with experience handling complex transactions across multiple systems, • Experience proactively engaging with customers through outreach via phone or email, • Ability to educate and connect customer to technology and share the value of mobile banking options, • Ability to help customers succeed financially by offering introductions to additional team members as appropriate, • Experience working with others on a team to meet customer needs, • Experience fostering and developing strong customer relationships, • Ability to build strong relationships with internal partners, • Ability to follow policies, procedures, and regulations, • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss, • Ability to interact with integrity and professionalism with customers and team members, • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Support customers and employees in resolving or escalating concerns or complaintsJob Expectations:, • Ability to travel 100% of the time within the district, • Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided), • Ability to work a schedule that may include most Saturdays, • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed, • This position is not eligible for Visa sponsorship, • Novato 1590 Grant Avenue NOVATO, CA 94945, • Petaluma Washington Square 333 B South McDowell Blvd PETALUMA, CA 94954, • Strawberry Village 800 Redwood Hwy, Ste 209 MILL VALLEY, CA 94941, • Hamilton Gateway 5820 Nave Drive NOVATO, CA 94949, • Point Reyes Station 11400 State Route #1 POINT REYES STATION, CA 94956, • Corte Madera Town Center 427 Corte Madera Town Ctr CORTE MADERA, CA 94925, • San Anselmo 3 Tunstead Avenue SAN ANSELMO, CA 94960, • Miller Avenue 525 Miller Avenue MILL VALLEY, CA 94941, • Northgate 600 Las Gallinas Avenue SAN RAFAEL, CA 94903, • Greenbrae 100 Bon Air Ctr GREENBRAE, CA 94904, • Petaluma Main 125 Western Avenue PETALUMA, CA 94952, • San Rafael Main 1203 4th Street SAN RAFAEL, CA 94901, • Tiburon - Belvedere 1550 Tiburon Blvd BELVEDERE, CA 94920Pay Range:, • This job profile is eligible for a 10% pay differential.Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job Description Overview Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you’ll love working here include: • Paid Time Off (PTO) after just 30 days, • Additional parental and maternity leave benefits after 12 months, • Adoption reimbursement program, • Paid volunteer hours, • Paid training and career development, • Medical, dental, vision and life insurance, • 401k with employer match, • Mortgage discount and area business discounts, • Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court, • Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon, • Gourmet cafeteria featuring homemade breakfast and lunch, • Convenience store featuring healthy grab-and-go snacks, • In-house Starbucks and Dunkin, • Indoor/outdoor café with Wi-Fi Responsibilities • Building and maintaining long-term relationships with broker accounts in all 50 states, • Training and educating brokers on UWM's Easiest Application System Ever (EASE), programs, products, guidelines and processes, • Acting as your clients’ go-to resource for guidance and solutions, • Delivering up-to-the-minute information about the latest products, resources and industry updates, • Championing your brokers and striving to make every loan a success story, • Monitoring the performance of accounts in your pipeline, • Building and managing a strong pipeline of loans to meet and exceed sales goals Qualifications Must Have Qualifications: • High school diploma or equivalent, • Minimum one year of experience in mortgage sales as loan officer, mortgage banker or wholesale account executive, • OR minimum one year of relationship based sales experience, • Understanding the difference between retail and wholesale lending, • Proven success in building business relationships, • Confident communication skills and professionalism over the phone and face to face, • Proficiency with technology including Microsoft Office, CRM's and the ability to multi-task, • Ability to take feedback and be coached up with the desire to get better every day, • Hard workers who take accountability for their actions, • Self-motivated with a strong work ethic and a positive attitude Nice To Have Qualifications: • Knowledge of the mortgage industry with previous experience working for a retail or wholesale mortgage lender, • Inside sales and / or phone sales experience, • A passion for the mortgage industry, • Previous in a business to business sales model, • A desire for a six figure income and motivated to work in a competitive sales environment NOTE: This is an inside account executive position based in Pontiac, Michigan. Candidates must reside or be able to relocate to the metro Detroit area. We are not currently seeking outside account executives. Our account executive's work a 10:00am to 7:00pm schedule with a one-hour lunch.

Personal Banker Safe Act - Hollywood Area Branches. Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Processes transactions in the general areas of savings, loans, and auxiliary credit union services. Has working knowledge of credit union savings and consumer loan products and all services. Provides suggestions for streamlining department and credit union operations.

The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and ref

The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. WaFd Bank is hiring a Personal Banker. A Personal Banker is creative and can "think outside the box" to provide relevant solutions to o

Job Description At Orange County’s Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we’ve built a reputation for excellence—and we’re just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work. Why Work With Us? • Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community., • Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs., • Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays. Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. • Handle teller transactions and open new accounts with accuracy and a friendly demeanor., • Cross-sell products and services, helping members discover solutions that meet their financial needs., • Resolve any issues with a consultative approach that builds trust and long-term relationships. What We're Looking For: • Experience: Within a banking or credit union environment, recent Teller experience and opening new accounts experience is preferred., • Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner., • Technology: Ability to understand and use various systems and software., • Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays., • Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCCU’s branch job levels with their corresponding hourly pay: • Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience), • Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience), • Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience), • Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services) Perks & Benefits: • Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day., • Financial Security: Life insurance at no cost and a 401(k) plan with a 3% automatic contribution plus a dollar-for-dollar match up to 5%., • Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays., • Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.

Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Services

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.Follows established policies in accordance w

Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service. Vacation, Sick, Personal and Holiday Pay.

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.The overall objective of this role is to foster relations with customers to build loyalty and to help increa

Branch Relationship Banker (Personal Banker.

Personal Banker (Member Service Representative II)The pay range for this position is listed below.

Job Description As a Member Financial Specialist, you’ll help UNIFY’s credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that! Daily, you will • Listen to understand members’ needs., • Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)., • Provide solutions based on training and available resources., • Build upon concepts and become a trusted expert., • Have passion to help and compassion to understand., • Competitive pay: Base wage starts at $25 per hour., • A clearly defined career path with promotion opportunities based on your performance., • Three weeks of job-preparedness training, • A leadership team committed to motivation and a positive environment., • A culture of inclusivity, belonging and fairness, • Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives, • Passion for helping people and an empathetic ear to our member’s needs., • Thirst for knowledge and desire to grow., • Ability to build relationships with credit union members and teammates., • Willingness to make outbound follow-up calls to credit union members., • Ability to change in daily tasks, procedures, and workspace., • High school diploma or equivalent, • Computer experience, including ability to type documentation while listening and engaging. Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: • Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis., • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting., • Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans., • Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines., • Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines., • Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis., • Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results., • Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales., • Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards., • May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business., • Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately., • Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed., • Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements., • Participates in the opening and closing of the branch and may oversee operations in the absence of the manager., • Is an advocate and subject matter expert on digital banking options for members., • Becomes a Notary Public to service member needs., • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service., • Strong customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the benefits., • Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications., • Requires lending certification or the willingness and aptitude to gain certification within three months of hire At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at #IND123

Job DescriptionDescription: Job Title: PERSONAL BANKER IV - Granada Hills Overview: 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 IV, 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: • High school graduate or equivalent/College degree preferred, • Required 3 to 5 years banking experience, • Advanced understanding of credit union products and services, • Demonstrated track record of success meeting and/or exceeding established sales goals, • Outstanding member experience, • Cash Handling experience, • Supervisory/Management experience, preferred, • Advanced Sales and Lending experience 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 – $36.00 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match 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.

Job DescriptionDescription: 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. Come grow with us and be part of growth and the Premier America family! 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 3 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. Requirements: What We Are Looking For: • High School degree or equivalent, • A minimum of three (3) years of banking experience, • Track record of outstanding member service., • Demonstrated track record of success meeting and/or exceeding established goals., • Lending experience., • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. 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: $23-$29 per hour 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/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! 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.

Job DescriptionDescription: 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. Come grow with us and be part of growth and the Premier America family! 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 3 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. Requirements: What We Are Looking For: • High School degree or equivalent, • A minimum of two (2) years of banking experience, • Track record of outstanding member service., • Demonstrated track record of success meeting and/or exceeding established goals., • Lending experience., • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. 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: $23 -$28 / per hour. 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/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! 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.

Job DescriptionDescription: 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. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, 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. About You: • Customer Service: You are a resource in identifying and resolving member servicing issues and enhances member experience by providing distinctive quality service., • Teamwork: Your leadership style emphasizes the importance of teamwork, while encouraging individuals to learn and grow. You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others., • Judgement: You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements., • Communication: Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. 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., • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews., • 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. Requirements: What We Are Looking For: • High School degree or equivalent, • Track record of outstanding member service Demonstrated success meeting and/or exceeding established sales goals Banking experience Cash Handling experience, • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. 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/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: $20 - $26 / hour. Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit 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

Job DescriptionDescription: Job Title: Personal Banker II - Chatsworth 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. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, 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., • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews., • 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. Requirements: What We Are Looking For: • High School degree or equivalent, • Cash Handling experience and responsibilities required, • Previous Banking experience preferred, • Track record of outstanding member service, • Bilingual Spanish preferred, • Demonstrated success meeting and/or exceeding established sales goals, • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. 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. Equal Opportunity Employer - Veteran / Disabled Drug Free environment 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: $20 - $26 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! 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.

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Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through pr

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

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Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

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Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

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Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

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Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

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Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

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