Personal Service Counselor (Universal Banker)

Together Credit Union • Florissant, MO

2d • Onsite

About The Position

The Personal Service Counselor delivers a personal service experience built on Credit Union advocacy, financial guidance, and relationships that empower members to achieve their best life. The role engages with members to understand their financial needs, complete financial transactions and savings and lending activities, and recommend appropriate products and services in members’ best interests. The counselor collaborates to meet branch objectives, follows up with members and leads, resolves inquiries, maintains knowledge of Credit Union offerings and procedures, and protects member privacy and Credit Union assets. The position works in a general in-office environment and may require work at multiple branches, with weekly schedules that may vary in days and hours.

Requirements

• High school diploma.
• Minimum of 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.
• Passionate commitment and drive to deliver exceptional service to internal and external members.
• Interpersonal skills, including the ability to influence and build rapport.
• Courage and confidence to initiate conversations with members.
• Organizational, listening, problem-solving, verbal communication, and written communication skills.

Responsibilities

• Engage with members to build relationships, identify financial needs and opportunities, and refer appropriate products and services in the member’s best interest.
• Perform financial transactions and complete assigned phases of savings and lending accurately and efficiently, maintaining supporting documents and member-file documentation in accordance with regulatory requirements, policies, procedures, and the S.A.F.E. Act.
• Maintain responsibility for the daily balance of the cash drawer.
• Work collaboratively across functions to achieve overall branch objectives.
• Follow up proactively on existing and potential membership appointments and loan leads, and promote the Credit Union 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 incorporate 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.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED