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Universal Banker

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Job Description

About the Role As a Universal Banker , you'll be the face of our organization — guiding members through life-changing financial decisions, making banking human again. From welcoming new members to strengthening long-term relationships, you'll provide tailored financial solutions and stellar service. You'll also bring our Credit Union out into the community, presenting to employers and connecting with potential members where they are.
What You'll Do:
Deliver standout member experiences through in-depth financial reviews and solution-based conversations. Proactively identify financial needs and refer members to business line partners. Lead offsite presentations to existing and prospective employer groups (SEGs). Build meaningful, lasting member relationships via follow-ups, outreach calls, and onboarding efforts. Handle service transactions (including cash handling) and serve as a Notary Public (training provided if needed). Maintain accuracy and compliance with documentation and internal systems (including CRM tools).
What We're Looking For:
High school diploma or GED required; college degree preferred. 2-5 years of experience in financial services or a credit union setting. Comfortable traveling to multiple branches across the DC Metro area. Confident communicator with strong presentation and relationship-building skills. Highly organized with excellent attention to detail. Microsoft Office proficient (Word, Excel, Outlook, PowerPoint); Fiserv experience a plus. A service-minded team player who thrives in a people-first culture. Why Join Us? Be part of a modern, member-first financial institution on the rise. Work in a culture that values innovation, collaboration, and authenticity . Enjoy competitive compensation , incentive bonuses , career development , and great benefits . Have your voice heard — we believe in ideas over hierarchy. Equal Opportunity Employer We're proud to be an Equal Employment Opportunity (EEO) employer. We value diversity and do not discriminate based on race, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic. #IND3
Job Type:
Full-time Pay:
$25.00 - $30.00 per hour
Benefits:
Dental insurance Health insurance Paid time off Vision insurance
Experience:
Credit Union/Banking:
2 years (Required) Ability to
Commute:
Ashburn, VA 20147 (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance