Travel Universal Banker

Everwise Credit Union•Shadeland, IN

73d•$19

About The Position

Position Summary: Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION’s wallet share. Will float between designated service centers and provide support to multiple branch locations as needed. This role will support Everwise branches in the following markets: Worthsville, Emerson, Post Road and New Albany Primary Responsibilities and Duties: Maintains a high level of membership in accordance with the EVERWISE CREDIT UNION Service Expectations. This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center) Responsible for maintaining a high level of confidentiality about member account information. Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need. Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly. May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties. Complies with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc. Volunteers for special projects within the scope of job responsibilities. Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction. Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union. Knowledge/Skills: Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication Ability to proactively solve problems by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION. High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling. Proficient cash handling skills. Ability to work in a fast-paced diverse and universal environment. Practical application and general understanding of various computer applications Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin

Requirements

High School Diploma, GED or equivalent certification
Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred
Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
Ability to proactively solve problems by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION
High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling
Proficient cash handling skills
Ability to work in a fast-paced diverse and universal environment
Practical application and general understanding of various computer applications
Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin

Responsibilities

Providing high quality service on a wide variety of general financial services
Sales and servicing of all credit union products and services
Building relationships and expanding EVERWISE CREDIT UNION’s wallet share
Float between designated service centers and provide support to multiple branch locations as needed
Maintain a high level of membership in accordance with the EVERWISE CREDIT UNION Service Expectations
Perform a broad variety of member service functions with accuracy and in a timely manner
Cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
Maintain a high level of confidentiality about member account information
Meet or exceed established referral and sales goals
Assist in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly
Assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties
Comply with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies
Volunteer for special projects within the scope of job responsibilities
Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction
Assume additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union