Universal Banker

Jobs › Shrewsbury, MA › Universal Banker Robert Half Universal Banker Shrewsbury, MA Apply Description We are looking for a service-oriented Universal Banker to support members with day-to-day banking needs while identifying solutions that align with their financial goals in the MetroWest area, Massachusetts. This Long-term Contract opportunity is ideal for someone who enjoys building relationships, delivering accurate transaction support, and guiding members through deposit and lending options in a credit union environment. The role combines hands-on account service, consumer lending support, and consultative conversations designed to strengthen member satisfaction and deepen overall engagement.

Responsibilities:

• Build strong product knowledge across deposit, lending, and related financial services so members receive well-informed guidance tailored to their situations.
• Engage members in meaningful conversations to understand financial priorities, recommend suitable solutions, and connect them with specialized resources when needed.
• Open new memberships, expand existing relationships, and promote relevant credit union offerings through thoughtful, needs-based service.
• Conduct consumer loan discussions, collect and enter application details accurately, evaluate supporting information, and help move qualifying loans through the closing process within established guidelines.
• Review credit-related information and lending conditions to identify documentation needs, collateral considerations, and cases that require additional review.
• Support retirement and mortgage-related service needs by assisting with eligible account activity, maintaining required registration standards, and directing members to specialists when appropriate.
• Prepare, deliver, and retain required disclosures and records in accordance with policy, regulatory expectations, and internal procedures.
• Manage daily cash operations by balancing assigned drawers, monitoring cash and negotiable instrument inventories, and helping reconcile branch activity as needed.
• Provide branch support through operational oversight when assigned, maintain compliance with credit union standards, and stay current on procedures, tools, and service expectations.
• Represent the organization professionally across branch locations and in community-facing activities, contributing to special projects and broader team goals when requested. Requirements
• High school diploma required.
• At least 1 year of experience in customer service, banking, lending, or a related financial institution environment; 1 to 3 years preferred.
• Working knowledge of customer service practices, cash handling, bank transactions, and deposit-related activity.
• Ability to discuss financial products clearly, assess member needs, and make appropriate recommendations with professionalism and discretion.
• Experience handling detailed information accurately, including applications, documentation, and transactional records.
• Strong interpersonal skills with a dependable, ethical, and team-oriented approach to member service.
• Comfortable adapting to changing branch needs, including travel to other locations when necessary.
• Ability to maintain confidentiality and comply with all applicable policies, procedures, and regulatory requirements.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) . Active Filters Universal Banker Shrewsbury, MA Clear All Apply