Universal Banker I
Align Credit Union•Danvers, MA
•$20 - $23
About The Position
The Universal Banker I provides exceptional member service and builds lasting relationships with current and prospective credit union members. The role processes banking transactions and provides member service using a consultative sales and service approach to understand and address members’ financial needs. The position delivers responsive service within the scope of the employee’s authority and expertise.
Requirements
- High school diploma or GED.
Nice To Haves
- One to three years of cash-handling and customer-service experience.
Responsibilities
- Provide an exceptional member experience in the branch by consistently acting in accordance with Align’s values and member service standards.
- Accurately process sales, servicing, banking transactions, and operational tasks while following credit union security and compliance policies and procedures, including the Employee Accuracy Policy.
- Complete member requests, including opening accounts, servicing accounts, issuing debit cards, and performing routine transactions such as deposits, withdrawals, check cashing, and loan payments.
- Recommend solutions that meet member needs and consult with or refer members to product specialists, including wealth management, real estate, and commercial lending specialists, when appropriate.
- Acquire and maintain member relationships throughout the member life cycle by identifying and understanding their financial needs.
- Achieve assigned member service and sales goals.
- Build knowledge of the credit union’s products and services and introduce members to appropriate alternatives.
- Identify the financial needs of each member served.
- Assist with branch operations, including cash settlements, ATMs, and cash recyclers, for dual-control purposes.
- Take ownership of member issues and resolve them efficiently to develop and deepen member relationships.
- Follow Align Credit Union policies and procedures and comply with BSA, OFAC, and other applicable regulations.
- Increase knowledge and skills through self-directed learning, formal education, seminars, and in-house training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
