Universal Banker / Member Advisor

Who You Are

• One to three years’ experience in customer service or sales related field.
• High school diploma or general education degree (GED).
• Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships.
• Strong customer service and interpersonal skills.
• Excellent communication skills, along with a demonstrated ability to meet set goals.
• Able to accurately process various types of transactions for members.
• Banking or Credit Union experience is a plus.

What You’ll DO

• Open various new deposit accounts, retirement accounts, consumer loans and credit cards.
• Process necessary information and educate the members as to products and services available to them.
• Exceed member service expectations as measured by NPX.
• Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch.
• Assist members in understanding how to use ATM’s, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts.
• Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established.
• Explain membership eligibility requirements and participate in SFCU sponsored activities.
• Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
• Manage the vault, cash, and audit functions for the assigned branch.
• Perform traditional teller work as needed.

Benefits for YOU

• 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents.
• Employer 401(k) matching up to 5% plus additional annual discretionary contributions.
• Education reimbursement up to $5,200/year.
• Employee recognition program with cash incentives.
• Commute Toll reimbursement $100-$200/month (based on position).
• Wellness Benefits up to $1,200 per year.
• Paid Sick Time accrues at two weeks per year.
• Paid Vacation Time accrues at three weeks per year.
• Paid Federal banking holidays (approximately 11 per year).
• Ongoing training and education, seminars, and conferences.
• Loan rate discounts on some products (vehicle, mortgage and HELOC loans).
• Waived fees and deposit bonuses on Stanford FCU accounts.
• Flex health/transit plan availability.
• Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources.

Pay

Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs.