Universal Banker III

Essential Functions & Responsibilities

• Oversees branch operations, including cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, member privacy, and employee safety.
• Executes appropriate behaviors consistent with Align CU's values and member service standards to deliver exceptional member experiences.
• Connects with members to deepen relationships through needs-based conversations.
• Demonstrates exceptional knowledge of credit union's products & services and recommends appropriate solutions to meet members' needs.
• Consults with or makes referrals to product specialists as needed.
• Manages branch operations such as audits, cash settlements, ATMs, cash recyclers, coin machines, vaults, and branch monthly reporting.
• Coaches and mentors branch staff to achieve goals and develop their abilities and potential; provides ongoing training and motivation to the team.
• Completes all member requests including account opening, personal, automobile, and equity loan applications and closings, mortgage applications, servicing requests, issuing and maintaining debit cards, and routine banking transactions.
• (deposits, withdrawals, loan payments, check cashing, etc.)
• Supervises teller balancing and ensures all cash is accounted for and team adheres to Employee Accuracy policy.
• Verifies cash drawers when necessary and corrects teller errors.
• Orders, verifies, and distributes cash shipments.
• Ensures all security equipment is in proper working order and supervises its use.
• Opens and closes the branch as MOD and ensures security systems are set properly.
• Responds to alarms as required and administers supervisor overrides for restricted transactions appropriately and within assigned limits.
• Continuously increases knowledge and skills through self-motivation, formal education, seminars, and in-house training.
• Adheres to Align CU's policies and procedures and complies with relevant regulations.
• Achieves all assigned member service and sales goals.
• Become and maintain status as a Notary Public.
• Supports Branch Manager with coaching and training branch employees and new hires.
• Participates in assigned projects or committees within the credit union.
• Places and logs service calls for transactional equipment and initiates tickets with IT to report system issues.
• Oversees reentry of items as needed.

Pay

The expected base pay rate offered for this role is $24.00 - $31.00 per hour. Compensation may vary based on relevant experience, skills, competencies, and certifications.