Universal Banker I

About the role

The Universal Banker I provides exceptional member service by cultivating, maintaining, and enhancing lasting relationships with existing and prospective members. This role is responsible for processing transactions and handling member service responsibilities. The Universal Banker I helps members understand and address their financial needs using a consultative sales and service approach, delivering the highest level of service and responsiveness within the credit union’s scope of authority and expertise.

Responsibilities

• Consistently execute appropriate behaviors in accordance with Align's values and member service standards to deliver an exceptional member experience in the branch.
• Accurately process all sales, servicing, banking transactions, and operational tasks.
• Follow all credit union security and compliance policies and procedures, including the Employee Accuracy Policy.
• Complete all member requests, including account opening, servicing requests, issuing debit cards, and routine bank transactions (deposits, withdrawals, check cashing, loan payments, etc.).
• Recommend appropriate solutions to meet member needs and, when needed, consult with or refer to product specialists (wealth management, real estate, commercial lending).
• Acquire and maintain member relationships over the entire life cycle by identifying and understanding their financial needs.
• Achieve all assigned member service and sales goals.
• Enhance knowledge of the credit union's products and services to promote opportunities and introduce members to alternative options.
• Identify the financial needs of each member served.
• Assist with branch operational tasks such as cash settlements, ATMs, and cash recyclers for dual‑control purposes.
• Develop and deepen member relationships by taking ownership to resolve member issues efficiently.
• Adhere to Align Credit Union's policies and procedures.
• Maintain compliance with regulations including BSA, OFAC, and other applicable regulations.
• Continuously increase knowledge and skills through self‑motivation, formal education, seminars, and in‑house training.

Pay

The expected base pay rate for this role is $21.00 – $23.00 per hour. Compensation may vary based on relevant experience, skills, competencies, and certifications.