Universal Banking Professional

5 days ago


Circle Pines, Minnesota, United States SMW Financial Credit Union Full time

Job Summary:

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The Universal Banking Professional at SMW Financial Credit Union will be the first point of contact for members, providing exceptional customer service while ensuring accurate and efficient execution of financial transactions. This role requires strong interpersonal skills, attention to detail, and the ability to multitask in a fast-paced environment.

About Us:

SMW Financial Credit Union is a member-centric organization dedicated to building trusted relationships and strong financial futures for our members. We value our employees' hard work and dedication, offering competitive benefits and opportunities for growth.

Responsibilities:

  • Provide exceptional customer service to members through friendly and professional interactions.
  • Execute financial transactions accurately and efficiently, adhering to regulatory guidelines and company policies.
  • Open new accounts and assist the loan department as needed to support strategic goals.
  • Maintain confidentiality and handle sensitive information with discretion.
  • Collaborate with colleagues to achieve sales and service expectations.
  • Participate in ongoing training and development to enhance knowledge and skills.

Requirements:

  • High school diploma or equivalent required; 1 year of banking or credit union experience preferred.
  • Strong interpersonal, written, and verbal communication skills to better support members' financial needs and growth.
  • Ability to meet sales and service expectations, including proven sales experience and an understanding of account opening.
  • Physical demands include standing or sitting for long periods, with the ability to lift up to 25 pounds occasionally.

What We Offer:

  • Competitive salary: $45,000 - $55,000 per annum, depending on experience.
  • 401(k) matching program and other comprehensive benefits.
  • Ongoing training and development opportunities to enhance knowledge and skills.
  • A dynamic and supportive work environment with a team-oriented culture.

Location:

This role is based in Lino Lakes, with occasional requirements to work at our Maplewood office. Ability to travel between locations may be necessary.



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