Travel Universal Banker

About the role

Responsible for providing high-quality service on a wide variety of general financial services. This role focuses on the sales and servicing of all credit union products and services, building relationships, and expanding EVERWISE CREDIT UNION’s wallet share. Will float between designated service centers and provide support to multiple branch locations as needed.

Responsibilities

• Maintains a high level of membership service in accordance with EVERWISE CREDIT UNION Service Expectations.
• Performs a broad variety of member service functions with accuracy and in a timely manner, including cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine), and supporting the Member Contact Center (MCC).
• Maintains a high level of confidentiality regarding member account information.
• Meets or exceeds established referral and sales goals by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring members to the appropriate partner.
• Assists in outbound call efforts by reviewing, updating, and calling prospect lists, following up with members, and participating in call campaigns.
• May assume additional retail functions such as drawer audits, member account maintenance, and vault duties.
• Complies with credit union policies, including Check Cashing, Cash Control, Transaction Approval Limits, Reg CC, SAR, CTR, Check handling, Reg D, and BSA.
• Volunteers for special projects within the scope of job responsibilities.
• Resolves member issues through research, open-ended questions, and consistent follow-up to ensure satisfaction.
• Assumes additional duties and responsibilities as assigned by a supervisor/manager.

Requirements

• High School Diploma, GED, or equivalent certification.
• Six months of retail sales and/or cash handling experience, or equivalent experience within a financial institution or related field (preferred).

Skills

• Excellent human relation skills, including listening, verbal, and written communication.
• Ability to proactively solve problems while demonstrating concern and empathy.
• High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling.
• Proficient cash handling skills.
• Ability to work in a fast-paced, diverse, and universal environment.
• Practical application and general understanding of various computer applications.
• Ability to lift up to 15 pounds at times (e.g., coin bags and boxes of rolled coin).

Pay

Starting at $19.25/hour + an additional $1.50/hour travel premium. Pay is dependent upon the pay range and the incumbent’s knowledge, skills, and experience.