Float Universal Banker

CONNEX CREDIT UNION INC•North Haven, CT

20d•$20 - $30•Onsite

About The Position

The Float Universal Banker helps establish and attain sales and service goals and promotes membership growth by expanding member relationships. Under the supervision of the Assistant Branch Manager, this role provides outstanding member service, identifies financial needs, and connects members with solutions that support their financial well-being. The position requires professionally engaging with members to drive business to the branch and maintaining a professional, efficient branch environment. The employee may fill in for a branch manager during an absence, follow security protocols, and foster a positive work environment with colleagues. Connex may transfer the employee to other locations to perform the same or other duties; transfers may be temporary or permanent, with advance notice except for temporary emergency coverage transfers. The role serves as a financial advocate and coach, exploring members’ priorities and identifying achievable solutions using credit union products and services. It supports branch loan volume and guides members through the loan process from application to closing. Approximately 30% of the work is teller duties, including transactions, cash management, and teller-line service. The banker is also responsible for reviewing members’ financial status, serving as their primary point of contact, resolving issues and following up on satisfaction, maintaining knowledge of credit union products and procedures, making daily outbound calls to new and prospective members, and supporting branch appearance and professionalism. Scheduled call nights may require attendance after hours.

Requirements

Associate’s degree or equivalent work experience.
1 to 3 years of retail or banking experience.

Responsibilities

Help establish and attain sales and service goals and promote membership growth through expanded member relationships.
Serve as a financial advocate and coach, exploring member priorities and recommending achievable solutions using credit union products and services.
Drive branch loan volume by recognizing member needs and matching them with appropriate products.
Perform teller duties approximately 30% of the time, including handling transactions, cash management, and providing teller-line customer service.
Guide members through the entire loan process, from application to closing.
Conduct preliminary reviews of members’ financial status, identify needs, and assist members in attaining their financial goals.
Serve as the member’s primary point of contact for credit union matters.
Research and resolve member issues, take ownership of resolution, and follow up to ensure member satisfaction.
Maintain and continually improve in-depth knowledge of credit union products, services, and procedures.
Make daily outbound calls to new and prospective members to build and expand relationships.
Assist with branch appearance and professionalism.
Fill in for a branch manager during an absence as needed.
Follow security protocols and credit union policies and procedures, and support the organization’s culture.
Foster a positive work environment with fellow staff.
Work at other locations or perform other duties if transferred by Connex; scheduled call nights may require after-hours attendance.