Universal Banker
Universal Banker
Posted on :
01-06-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
PRIMARY PURPOSE: This position is responsible for acquiring expanding and enriching current and future member relationships by assisting and educating members in opening and managing their accounts and finances building long-term relationships and cross-selling the products and services that will help them be financially successful. Providing personalized professional service to all members in an exceptional manner and seeking out opportunities for additional business.
Monday-Friday 8:45am-5:15pm every other Saturday 8:45am-1:15pm.
Pay Range: $22.25-$23.50/hr plus incentives and 3% annual target bonus. The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors including skill set experience location qualifications and other job-related reasons.
ESSENTIAL FUNCTIONS include the following:
- Assist members with basic requests related to opening new accounts completing service requests and submitting credit applications.
- Proactively educate members on the features and benefit of the Credit Unions products and services and actively cross sell and make qualified referrals for additional appropriate loan deposit and fee income products and services.
- Establish trust and lasting relationships with members by building a personal connection through engagement education asking open-ended questions listening and having a consultative approach.
- Responsible for providing notarial services to members including witnessing and authenticating documents and verifying members identity.
- Receive direction from managers and exercise judgement within defined policies and procedures.
- Maintain a healthy sales pipeline by collecting member contact information and scheduling follow-ups for individuals who have a further need for engagement.
- Refer members to financial experts as needed (e.g First Mortgage and Financial advisors).
- Properly diagnose and perform research to resolve moderately complex member issues including communicating with other departments for issue resolution.
- Consistently exceeds established sales goals.
- Assist serve and follow up as necessary with members who have fraud and forgery deceased accounts retirement services account maintenance business needs and other unique account types to meet their continued needs and provide exceptional service.
- Support the branch community by being involved in Wings sponsored events and/or community events.
- Stay current on all Wings promotions and participates in contests and activities to support the goals.
- Follows through on risk and compliance processes and policies to ensure we safeguard our members assets maintain their privacy and act in their best interest.
- Supportive of a diverse and inclusive working environment.
- Always convey professional image by being respectful courteous and considerate of members and co-workers through verbal and non-verbal communications adhering to dress code and maintaining a clean and organized workspace.
- Provide support to other teams within Retail Delivery if needed which may require travel.
- Perform additional responsibilities as assigned to meet business needs.
QUALIFICATIONS:
- High School diploma required.
- Some college experience is preferred.
- Proven sales skills and 1 year member service or retail banking experience preferred.
- Cash handling experience preferred.
- Knowledge of banking and/or credit union regulations preferred.
- Experience recommending products and plans to improve a members financial position preferred.
- Ability to work efficiently in a fast-paced and sometimes stressful environment while having the desire to maintain quality of service.
- Excellent member service skills with a member focused mindset.
- Desire ability and experience in working with and helping other people in a professional setting with a professional business appearance.
- Acts as part of a cohesive team demonstrating excellent people skills and the ability to interact positively with other employees.
- Proficient with MS Office products and general office equipment.
- Comfortable and confident with self-service technology.
- Good organizational skills detail oriented with strong emphasis on accuracy and integrity.
- Ability to collaborate well with people with diversified personalities.
- Ability to maintain composure and problem solve with a positive solutions-oriented mindset.
- Demonstrated attention to detail reliability and personal accountability.
- Excellent verbal and non-verbal communication skills.
- Reports to work punctually works all scheduled hours and works overtime as necessitated by business demand.
- Required to obtain or possess a Mortgage Loan Originator (MLO) unique qualifier (NMLS registration number). Must have the ability to successfully complete all MLO Registry requirements including passing background and credits checks and submitting to fingerprinting and to any other requirements of the rules enacted pursuant to the S.A.F.E. Act.
- Notary license required upon hire.
- Bondable
BENEFITS:
- Generous 401(k) match
- 401k Discretionary Profit Sharing
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short Term and Long Term Disability
- Health Savings Account with company contribution
- Employee Assistance Program
- Paid Vacation Sick Floating Holidays and Volunteer Time Off
- Paid Holidays
- Tuition Reimbursement
- Paid Parental Leave
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
