Universal Banker III

Align Credit Union•Seabrook, NH

2d•$25 - $30

About The Position

The Universal Banker III leads branch operational standards and sets an example for the team by coaching operational excellence and needs-based member conversations. The role provides responsive, high-quality service to credit union members and recommends financial solutions within the employee’s authority and expertise. The position oversees branch operations, supports staff development, completes member transactions and requests, helps meet service and sales goals, and supports compliance, security, cash management, and equipment operations.

Requirements

Become and maintain status as a Notary Public.
Comply with OFAC, BSA, and other applicable regulations.

Responsibilities

Oversee branch operations, including cash handling, negotiable-item controls, fraud prevention, controllable expenses, integrity, member privacy, employee safety, and operational duties.
Demonstrate behaviors consistent with Align CU’s values and member service standards.
Proactively connect with members through needs-based conversations to deepen relationships.
Maintain knowledge of credit union products and services, recommend appropriate solutions, and consult with or refer members to product specialists when needed.
Manage audits, cash settlements, ATMs, cash recyclers, coin machines, vaults, and monthly branch reporting.
Work with branch management to coach, mentor, train, and motivate branch staff and help them achieve goals and develop their abilities.
Complete member requests, including account openings; personal, automobile, and equity loan applications and closings; mortgage applications; servicing requests; debit card issuance and maintenance; and routine banking transactions.
Supervise teller balancing, ensure cash is accounted for and accuracy policies are followed, verify cash drawers when necessary, and correct teller errors.
Order, verify, and distribute cash shipments.
Coordinate with the Branch Manager and Assistant Branch Manager to ensure security equipment is working properly; open and close the branch as manager on duty, set security systems, and respond to alarms as required.
Administer supervisor overrides for restricted transactions within assigned limits and take responsibility for approved transactions.
Increase knowledge and skills through self-motivated learning, formal education, seminars, and in-house training.
Follow Align CU policies and procedures and comply with OFAC, BSA, and other applicable regulations.
Achieve assigned member service and sales goals.
Become and maintain status as a Notary Public.
Act as supervisor or manager on duty and support the Branch Manager with coaching and training employees and new hires.
Participate in assigned credit union projects or committees.
Place and log service calls for transactional equipment, initiate IT tickets for system issues, relay information, and oversee reentry of items as needed.