Universal Banker I

Essential Functions & Responsibilities

• Consistently executes 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.
• Follows all credit union security and compliance policies and procedures, including the Employee Accuracy Policy.
• Completes all member requests including, account opening, servicing requests, issuing debit cards, and routine bank transactions (deposits, withdrawals, check cashing, loan payments, etc.).
• Recommends appropriate solutions to meet member needs. When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs. This includes wealth management, real estate, and commercial lending.
• Acquires and maintains member relationships over the entire life cycle of the member by identifying and understanding their financial needs.
• Achieves all assigned member service and sales goals.
• Enhances knowledge of the credit union's products and services to promote opportunities to introduce members to all alternative options.
• Identifies the financial needs of each member served.
• Assists with branch operational tasks such as cash settlements, ATMs, and cash recyclers, for dual control purposes.
• Develops and deepens member relationships by taking ownership to resolve members issues efficiently.
• Adheres to Align Credit Union's policies and procedures.
• Responsible for compliance with the following regulations: BSA, OFAC, and other regulations, as required.

Pay

The expected base rate offered for this role is $20.00 - $23.00 per hour. Compensation may vary based on relevant experience, skills, competencies, and certifications.