Personal Service Counselor (Universal Banker)

Together Credit Union•Florissant, MO

1d•Onsite

About The Position

The Personal Service Counselor delivers a personal service experience grounded in Credit Union advocacy, financial guidance, and relationships that help members achieve their goals. The role builds relationships with members, identifies financial needs, supports appropriate products and services, completes financial transactions and assigned savings and lending activities, and contributes to branch objectives. The position reports to the Branch Manager and Assistant Branch Manager and supervises no employees. This role operates in a general in-office environment and may require work at multiple branches. The work schedule may vary from week to week in terms of days and hours. The employee may need to work at a computer in a stationary manner for up to eight hours daily. Together Credit Union is an Equal Opportunity employer and is committed to a non-discriminatory workplace.

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 certifications; 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.
Ability to work at a computer in a stationary manner for up to 8 hours daily.
Equivalent combinations of education, training, and experience will be considered.

Responsibilities

Engage with members to build relationships, identify financial needs and opportunities, and refer products and services 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 documentation in member files in accordance with regulatory requirements, savings and lending policies and 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.
Promote the Credit Union and grow 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.
Perform other job-related tasks as directed.