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Universal Banker III
4 months ago
The Universal Banker aka Member Experience Specialist III is an all-encompassing essential role for the credit union. Through use of our sales program, our Member Experience Specialists will focus on the unapparelled opportunity to identify needs to enrich our members lives while conducting routine transactions such as deposits and withdrawals. Through proper needs assessment the Member Experience Specialist II will proactively offer additional products and services.
Pay: $21.00/hr+ plus incentives
Full time: 40 hours. Including Saturday 8:30am-12:30pm, rotating schedule.
Voted Forbes list of America’s Best In-State Credit Unions 6 years in a row
Role And Responsibilities:
Fulfills member requests and seeks opportunities for products and services while looking for ways to deepen member relationships and accomplish credit union objectives. Meets members' needs by providing outstanding service, problem resolution and needs based selling; interviewing loan applicants, closing loans, cross-selling, referring mortgages or prospecting.
Prepares and disburses loans within lending limits and credit union guidelines. Actively promotes all ancillary products for the protection of the member.
Accurately and efficiently processes deposits, payments, withdrawals, cashed checks, wires, fraud packets, etc. in accordance with established policies and procedures while seeking opportunities to enrich our members lives by utilizing the AIDINC member interaction program. Balances cash drawer/TCR. Handles all transactions with accuracy and courtesy, while maintaining privacy and security.
Minimum Qualifications Include:
- Minimum 5 years customer service/sales experience
- Previous lending experience
- Great communication skills
- Previous cash handling experience
- Ability to follow all regulations and compliances
- High attention to detail
- Working knowledge of Microsoft Office Suite
- High School diploma or equivalent
Other Requirements:
- Occasional local travel for continued training, meetings and/or support.
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Benefits We Offer:
- Employee loan discount
- Student loan/tuition assistance program
- Comprehensive medical/dental/vision +
- PTO and paid federal holidays
- Weekly paychecks
- 401k plan with employer match/profit sharing
- Participation in the Retail Sales Incentive Program
Additional Perks:
- Continued training and advancement opportunities
- Balanced/Predictable schedule; all locations close at 5pm and on Sundays
- Opportunity to join our many employee created Engagement Groups (e.g. Pride at Work, Women in Leadership, Book Club, Running & Walking)
- Local Volunteer Opportunities with employer contributed Volunteer Day.
- Company Outings and annual Summit
Equal Opportunity Employer
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