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Universal Banker

2 months ago


Whiting, Indiana, United States Teachers Credit Union Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Representative to join our team at Teachers Credit Union. As a Universal Banker, you will be responsible for providing exceptional customer service and financial solutions to our members.

Key Responsibilities
  • Member Service: Maintain a high level of member service in accordance with our Service Expectations, performing a broad variety of member service functions with accuracy and in a timely manner.
  • Cash Handling: Responsible for cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine), and supporting MCC (Member Contact Center).
  • Confidentiality: Maintain a high level of confidentiality about member account information.
  • Sales and Referrals: Meet or exceed established referral and sales goals by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
  • Outbound Calls: Assist in outbound call efforts by reviewing, updating, and calling on prospect lists, following up with members, and calling on call campaigns regularly.
  • Additional Duties: May assume additional retail functions, including drawer audits, member account maintenance, and vault duties.
Requirements
  • Education: High School Diploma, GED, or equivalent certification.
  • Experience: Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred.
What We Offer

Teachers Credit Union is an equal opportunity employer and offers a competitive compensation package, including benefits and opportunities for professional growth and development.