Universal Banker

Everwise Credit Union-posted 3 months ago
South Bend, IN
501-1,000 employees
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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.

  • Maintains a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations.
  • Performs a broad variety of member service functions with accuracy and in a timely manner.
  • Handles cash, financial transactions, account maintenance, and opening new accounts.
  • Operates an ITM (Interactive Teller Machine) and supports MCC (Member Contact Center).
  • Maintains a high level of confidentiality about member account information.
  • Meets or exceeds established referral and sales goals.
  • Assists in outbound call efforts by reviewing, updating and calling on prospect lists.
  • May assume additional retail functions including drawer audits, member account maintenance, and vault duties.
  • Complies with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies.
  • Volunteers for special projects within the scope of job responsibilities.
  • Responsible for problem solving through research and consistent follow up.
  • 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.
  • Ability to proactively problem solve by demonstrating concern and empathy.
  • 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.
  • Base pay starting at $19.25/hour, dependent upon the pay range and the incumbent’s knowledge, skills and experience.
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