Universal Banker I

Align Credit Union • Framingham, MA

6h

About The Position

The Universal Banker I provides exceptional member service by cultivating, maintaining, and enhancing lasting relationships with existing and prospective members. The Universal Banker I is responsible for processing transactions, as well as member service responsibilities. The Universal Banker I helps members to understand and address their financial needs by utilizing a consultative sales and service approach. Performs functions to provide the highest level of service and responsiveness to member service by the credit union, within scope of authority and expertise.

Responsibilities

• Consistently executes appropriate behaviors in accordance with Align's values and member service standards to deliver an exceptional member experience in the branch.
• Accurately process all sales, servicing, banking transactions and operational tasks. Follows all credit union security and compliance policies and procedures, including the Employee Accuracy Policy.
• Completes all member requests including, account opening, servicing requests, issuing debit cards, and routine bank transactions. (deposits, withdrawals, check cashing, loan payments, etc.)
• Recommends appropriate solutions to meet member needs. When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs. This includes wealth management, real estate, and commercial lending.
• Acquires and maintains member relationships over the entire life cycle of the member by identifying and understanding their financial needs.
• Achieves all assigned member service and sales goals.
• Enhances knowledge of the credit union's products and services to promote opportunities to introduce members to all alternative options.
• Identifies the financial needs of each member served.
• Assists with branch operational tasks such as cash settlements, ATMs, and cash recyclers, for dual control purposes,
• Develops and deepens member relationships by taking ownership to resolve members issues efficiently.
• Adheres to Align Credit Union's policies and procedures. Responsible for compliance with the following regulations: BSA, OFAC, and other regulations, as require
• Continuously increase knowledge and skills through self-motivation, formal education, seminars, and in-house training.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed