Personal Service Counselor (Universal Banker)

Together Credit Union • St. Louis, MO

15h

About The Position

The Personal Service Counselor delivers a personal service experience grounded in Credit Union advocacy, financial guidance, and relationships that empower members to achieve their best life. The role engages members to understand their financial needs, complete transactions and savings and lending processes, and recommend appropriate products and services. The counselor also supports branch goals, resolves member inquiries, maintains knowledge of Credit Union offerings and procedures, and safeguards member privacy and Credit Union assets. Work may take place at multiple branches, with schedules potentially varying from week to week.

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 Certifications; these may be obtained after hire through training.
• Equivalent combinations of education, training, and experience will be considered.
• 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.

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 involving cash and monetary instruments.
• Initiate and complete assigned phases of savings and lending efficiently and accurately, including providing supporting documents and maintaining proper 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 universally and collaboratively 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 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.

What This Job Offers

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