Universal Banking Professional

3 days ago


Winter Park, Florida, United States Self-Help Full time
About Self-Help

Self-Help is a nonprofit organization dedicated to creating and protecting ownership and economic opportunity. Our mission is to provide financial services and support to individuals and communities who have faced systemic barriers in building wealth.

Job Summary

We are seeking a Universal Banker to join our Winter Park, Florida team. As a Universal Banker, you will serve as a liaison between our members and the credit union, providing account information, promoting credit union products and services, and resolving issues.

Key Responsibilities
  • Manage the consumer loan process from initiation to closing, including interviewing loan applicants, preparing applications, and providing timely and accurate disclosures.
  • Work with members to meet their financial service needs, promoting credit union products and services based on their needs.
  • Process share deposit payments, loan payments, CD and lines of credit transactions, and disburse cash and check withdrawals.
  • Open, close, and balance cash drawers daily, and handle Vault Teller responsibilities and balance ATM daily.
  • Initiate conversations to suggest new products and services, and participate in Credit Union outreach events.
  • Adhere to general regulatory procedures and maintain strong relationships with internal and external customers.
Requirements
  • 3-5 years of experience in a financial institution or customer service industry, preferred.
  • Ability to form and maintain strong relationships with internal and external customers.
  • May be required to travel to cover other branches.
  • High school diploma or equivalent.
Compensation

Competitive nonprofit compensation, based on experience, plus a generous benefits package. Starting at $22.00 an hour.



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