Universal Service Representative

About the role

Are you passionate about making a difference in your community, helping individuals reach their financial goals? Are you sales-driven with a desire to provide top-notch customer service while earning limitless monetary incentives for your hard work? As a Universal Service Representative, you will act as a "jack of all trades" with the vast amount of financial knowledge that you bring to the table. You will not only represent the heart of NuMark Credit Union by offering products and services that meet our member's (customer's) financial needs, but you will also perform supervised lending activities, becoming a trusted partner in making dreams a reality.

Responsibilities

• Build member relationships by providing exceptional service and using open-ended questions to determine where they are in their financial life-cycle.
• Achieve sales goals by understanding member situations/aspirations, offering products to meet needs, and continually striving to exceed member expectations.
• Open various types of accounts and communicate with other departments to cross-sell products, such as loans.
• Process loan applications and handle disbursals & closings for various types of loans, including consumer and home equity.
• Accurately handle cash and non-cash transactions and balance cash drawers.
• Maintain accounts according to member requests.
• Contact prospective and existing members to solicit new business by email or phone to meet specific goals.

Qualifications

• Ability to effectively upsell and cross-sell products and services.
• A minimum of three years of credit union or banking teller experience is preferred.
• Consumer lending experience preferred.
• Ability to obtain NMLS number.
• Desire to develop sales skills.
• Desire for continual professional development.
• Effective communication skills.
• High school diploma.
• Cash handling experience.
• Willingness and ability to substitute at other local branches if necessary.

Benefits

• Full Time Employees can choose between several plans from Blue Cross Blue Shield (HMO, Options or PPO), Dental, Vision, 3 weeks of Paid Time Off, Paid Holidays Off, Company Lunches and Parties, Birthday Holidays, Life Insurance (Company Paid), Short and Long Term Disability (Company Reimbursed), 401(k) Savings Plan with Company Match & Profit Sharing, Flex Spending Account, Accident Insurance Plans, Education Reimbursement for Bachelor or Master's Degrees, Employee Assistance Program, Paid Community Volunteer Time, and Career Advancement Opportunities.

Equal Opportunity Employer

NuMark Credit Union is an Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle of NuMark Credit Union where employment is based upon personal capabilities and qualifications without discrimination because of race, color, religion, sex, age, national origin, disability, or any other protected characteristic as established by law.

Physical Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions under the Americans with Disabilities Act (ADA).
• Moderate noise (i.e., business office indoors with computers, phone, and printers, light traffic).
• Ability to work in a confined area.
• Ability to stand at a teller station for an extended period.

Work Environment

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions under the Americans with Disabilities Act (ADA).
• Moderate noise (i.e., business office indoors with computers, phone, and printers, light traffic).
• Ability to work in a confined area.
• Ability to stand at a teller station for an extended period.

Schedule

This position requires availability for Saturday. The Credit Union is always closed on Sundays, but employees are required to work Monday-Saturday with one day off during the week.

Budgeted Compensation Range

The budgeted compensation range for this position is $23.00-$24.00 per hour (non-exempt). Individual rates vary based on skills and experience.