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.

Responsibilities

• Maintains a high level of member 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 about 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 appropriate partners.
• Assists in outbound call efforts by reviewing, updating, and calling on prospect lists, following up with members, and participating in call campaigns.
• May assume additional retail functions, including 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.
• Problem-solves through research, using open-ended questions, and consistent follow-up to ensure member satisfaction.
• Assumes additional duties and responsibilities as assigned by supervisor/manager for the continued growth and advancement of the Credit Union.

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 problem-solve by demonstrating concern and empathy while seeking solutions that benefit both 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, 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. Pay is dependent upon the pay range and the incumbent’s knowledge, skills, and experience.