Personal Service Counselor (Universal Banker)

Together Credit Union•Saint Louis, MO

15h•Onsite

About The Position

The Personal Service Counselor delivers a personal service experience based on Credit Union advocacy, financial guidance, and member relationships. The role helps members identify financial needs and opportunities and supports them in achieving their goals through appropriate products and services. The counselor handles financial transactions and assigned savings and lending activities accurately and efficiently, maintains required member-file documentation, balances a cash drawer, and works collaboratively toward branch objectives. The position also involves following up on membership appointments and loan leads, promoting the Credit Union through outreach and networking, resolving member inquiries, staying current on products and policies, and protecting member privacy and Credit Union assets through compliance with applicable requirements.

Requirements

High school diploma.
At least 2 years of related professional experience.
Federal registration with the Nationwide Mortgage Licensing System and Registry and Notary Public certification; these may be obtained after hire through training.
Commitment and drive to deliver exceptional service to internal and external members.
Interpersonal skills, including the ability to influence and build rapport.
Confidence to initiate conversations with members.
Organizational, listening, and problem-solving skills.
Verbal and written communication skills.
Ability to work at a computer in a stationary manner for up to 8 hours daily.

Responsibilities

Engage with members to build relationships, identify financial needs and opportunities, and refer products and services that are in the member’s best interest.
Perform financial transactions, including cash and monetary instrument transactions, and complete assigned phases of savings and lending accurately and efficiently.
Provide supporting documents and maintain proper member-file documentation in accordance with regulatory requirements, Credit Union policies and procedures, and the S.A.F.E. Act.
Maintain responsibility for the daily balance of the cash drawer.
Work collaboratively and universally to achieve overall branch objectives.
Follow up proactively on existing and potential membership appointments and loan leads.
Promote the Credit Union and grow its business through outbound calls, community outreach, and networking.
Research, troubleshoot, and resolve member inquiries and concerns.
Maintain current knowledge of Credit Union products, services, procedures, policies, and promotions, and integrate that knowledge into daily activities and member conversations.
Protect the Credit Union and its assets and maintain member privacy by complying with safety, security, legal, and regulatory requirements.