Universal Banker

Position Summary

Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION’s wallet share.

Primary Responsibilities and Duties

• Maintains a high level of member service in accordance with the 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 MCC (Member Contact Center).
• Maintains a high level of confidentiality about member account information.
• Meets or exceeds established referral and sales goals by listening for clues, asking open‑ended questions, assisting with product promotions, or referring the member to the appropriate partner.
• Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and participating in call campaigns regularly.
• May assume additional retail functions such as drawer audits, member account maintenance, and vault duties.
• Complies with credit union Check Cashing, Cash Control and Transaction Approval Limits policies (e.g., Reg CC, SAR, CTR, check handling, Reg D, BSA, etc.).
• Volunteers for special projects within the scope of job responsibilities.
• Responsible for problem solving through research, using open‑ended questions, and consistent follow‑up to ensure member satisfaction.
• Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.

Knowledge/Skills

• Excellent human relation skills, including listening, verbal and written communication, to interact professionally with members.
• Ability to proactively problem‑solve with concern and empathy, seeking solutions in the best interest of the member and EVERWISE CREDIT UNION.
• 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 environment.
• Practical application and general understanding of various computer applications.
• Ability to lift up to 15 pounds occasionally (coin bags and boxes of rolled coin).

Minimum 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).

Pay

Base pay starts at $19.25 per hour. Pay is dependent upon the pay range and the incumbent’s knowledge, skills and experience.