Travel Universal Banker

Everwise Credit Union•Indianapolis, IN

About The Position

Responsible for providing high-quality general financial services and selling and servicing credit union products and services. The role focuses on building member relationships and expanding EVERWISE CREDIT UNION’s wallet share. The banker travels between designated service centers and supports multiple branch locations as needed. The position performs a broad range of member service functions accurately and promptly, while protecting the confidentiality of member account information. It also supports sales and referral goals, outbound calling, additional retail functions, and compliance with credit union policies and applicable regulations. The banker helps resolve member concerns through research and follow-up and may take on other duties as assigned.

Requirements

High school diploma, GED, or equivalent certification.
Excellent interpersonal skills, including listening and verbal and written communication skills.
Ability to proactively solve problems with concern and empathy, seeking solutions in the best interests of the member and EVERWISE CREDIT UNION.
Strong knowledge of EVERWISE CREDIT UNION products and understanding of needs-based selling.
Proficient cash-handling skills.
Ability to work in a fast-paced, diverse, universal environment.
Practical application and general understanding of various computer applications.
Ability to lift up to 15 pounds at times due to coin bags and boxes of rolled coin.

Nice To Haves

Six months of retail sales and/or cash-handling experience, or equivalent experience within a financial institution or related field.

Responsibilities

Provide high-quality service and perform a broad range of member service functions accurately and promptly.
Travel between designated service centers and provide support to multiple branch locations as needed.
Handle cash and financial transactions, maintain accounts, open new accounts, operate an Interactive Teller Machine (ITM), and support the Member Contact Center (MCC).
Maintain confidentiality of member account information.
Meet or exceed referral and sales goals by identifying member needs, supporting product promotions, and referring members to appropriate partners.
Conduct outbound calls, including reviewing and updating prospect lists, following up with members, and participating in call campaigns.
Perform additional retail functions as needed, including drawer audits, member account maintenance, and vault duties.
Comply with credit union check-cashing, cash-control, and transaction-approval policies, as well as applicable requirements such as Reg CC, SAR, CTR, check handling, Reg D, and BSA.
Volunteer for special projects within the scope of the role.
Resolve problems through research, open-ended questions, and consistent follow-up to support member satisfaction.
Perform additional duties and responsibilities as assigned by a supervisor or manager and as needed for the continued growth and advancement of the credit union.