Overall purpose and objective of position: Deliver outstanding financial services to our members by acting as a reliable financial advocate. The role involves managing a diverse array of transactional requests, supporting members with consumer lending inquiries, and ensuring precise record-keeping. The Universal Banker plays a key role in the loan submission and approval process within their scope of responsibility.
Essential Responsibilities:
1.
Processing Transactions:
Conduct a variety of member transactions to include but not limited to deposits, withdrawals, loan payments and transfer accurately and efficiently. 2.
Member Service:
Smile, greet and welcome each member. Assist with their banking needs, answering questions and providing a positive experience. 3.
Cash Handling:
Managing cash drawer, balancing cash at the end of each shift, and ensuring accuracy in cash transactions. 4.
Open and Maintain accounts:
Open various types of accounts ensuring members understand their account features and benefits. 5.
Loan Operations:
Assist members in applying for loans, making informed decisions, presenting loan options, and processing loans through completion. 6.
Promote Products and Services:
Informing members about credit union products such as savings and checking accounts, loans, credit cards, mortgage loans and electronic services to meet their financial needs. 7.
Maintain Security Procedures:
Following protocols to prevent fraud, theft and confidentiality of member information. 6.
Record Keeping:
Maintain accurate records of transactions and updating member accounts as needed. 7.
Compliance:
Adhere to all banking regulations, policies, and procedures. 8.
Problem Resolution:
Address and resolve member concerns or discrepancies promptly and professionally. 9.
Team Collaboration:
Work effectively with other staff members to ensure smooth branch operations. 10. Report malfunctions of any equipment used at the teller station to supervisor. 11. Other duties as assigned. Minimum qualifications, required or desired KSAs (competencies), and required or desired licenses or certifications: High School Diploma or equivalent. Strong member service skills, attention to detail and basic math skills- to include counting cash and providing change efficiently and effectively, are essential. Demonstrate a strong commitment to ethical conduct and integrity. Strong written and verbal communications skills. Flexibility and ability to multitask Strong knowledge of Microsoft Office products or similar software programs including email, word processing and spreadsheet software.
- Must be able to pass drug test, background check and credit check.
- Final branch location may be subject to change
Pay:
$22.00 - $24.00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance
Experience:
Account Opening:
1 year (Preferred)
Lending:
1 year (Preferred)
Business Banking:
1 year (Preferred)
Banking:
3 years (Required)
Work Location:
In person