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.
• Mets or exceeds established referral and sales goals by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
• Affords assistance in outbound call efforts by reviewing, updating, and calling on prospect lists, following up with members, and calling on call campaigns regularly. May assume additional retail functions including, but not limited to, drawer audits, member account maintenance, and vault duties.
• Complies with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies, such as Reg CC, SAR, CTR, Check handling, Reg D, BSA etc.
• Volunteers for special projects within the scope of job responsibilities.
• Assumes responsibility 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 needed to interact with the membership in a professional environment including listening skills, and verbal/written communication.
• Proactive problem-solving ability demonstrated through concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION.
• Adequate product knowledge of EVERWISE CREDIT UNION 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.

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: Starting at $19.25/hour. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.