Universal Banker
About the role
Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. We're committed to economic justice—ensuring all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we've constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.
Responsibilities
- Manage the consumer loan process from initiation through pre-qualification to closing, including: interviewing loan applicants, preparing applications, preparing files for processing and underwriting, providing timely accurate disclosures to members, and troubleshooting issues that may arise
- Work with members (customers) to meet their financial service needs
- Promote credit union products and services based on member's needs
- Process share deposit payments, loan payments, CD and lines of credit transactions, etc.
- Disburse cash and check withdrawals
- Open, close, and balance cash drawer daily
- Handle Vault Teller responsibilities and balance ATM daily
- Initiate conversations to suggest new products and services
- Participate in Credit Union outreach events
- Adhere to general regulatory procedures
Qualifications
- 3-5 years in a financial institution or other customer service industry preferred
- Bilingual English/Spanish fluency REQUIRED
- Ability to form and maintain strong relationships with internal and external customers
- May be required to travel to cover other branches
- High school diploma or equivalent
Pay
Starting at $25.25/hr