Personal Service Counselor (Universal Banker)

Job Summary

The personal service counselor is responsible for delivering members a personal service experience built on Credit Union advocacy, financial guidance, and relationships that empower members to achieve their best life.

Job Responsibilities

• Engages with members to build relationships, identify financial needs and opportunities, and refer appropriate products and services that are in the best interest of the member.
• Performs financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner, providing supporting documents and proper documentation in member files, as defined by regulatory requirements and savings and lending policies and procedures and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
• Maintains responsibility for daily balance of cash drawer.
• Works universally and collaboratively to achieve overall branch objectives.
• Proactively follows up on existing and potential membership appointments and loan leads and promotes the Credit Union to grow the business through outbound calls, community outreach, and networking.
• Researches, troubleshoots, and resolves member inquiries and concerns.
• Maintains current knowledge of Credit Union products and services, procedures, policies, and promotions and integrates them into daily activities and member conversations.
• Protects the Credit Union, all its assets and maintains member privacy by complying with safety, security, and legal and regulatory requirements.

Required Qualifications

• An equivalent combination of education, training, and experience will be considered.
• A high school diploma.
• A minimum of 2 years of related professional experience.
• Federal registration with the Nationwide Mortgage Licensing System and Registry and Notary Public Certifications (may be obtained after hire through training).

Knowledge, Skills, and Abilities (KSA’s)

• A passionate commitment and drive to deliver exceptional service to internal and external members.
• Interpersonal skills, including the ability to influence and build rapport.
• Courage and confidence to initiate conversations with members.
• Organizational, listening, problem solving, and verbal and written communication skills.

Work Environment

• General in-office environment.
• May work at multiple branches based on needs; work schedule may differ from week to week in terms of days worked and hours.

Physical Abilities

• Ability to work at a computer in a stationary manner up to 8 hours daily.

To Apply

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