Universal Banker

About Us

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—regardless of demographics, income, or wealth. Since our founding, we’ve sought new ways to pursue greater economic justice, from providing fair and affordable loans to working with partners to demand policy changes.

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 and 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 members’ 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.

Requirements

• 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.