Universal Banker

Wings Credit Union•Blaine, MN

14d•$22 - $24

About The Position

This position is responsible for acquiring, expanding, and enriching current and future member relationships. The Universal Banker assists and educates members with opening and managing accounts and finances, builds long-term relationships, and cross-sells products and services that support members’ financial success. The role provides personalized, professional service and looks for opportunities to meet additional member needs. The schedule is Monday through Friday, 8:45 a.m.–5:15 p.m., and every other Saturday, 8:45 a.m.–1:15 p.m. The role may require travel to support other Retail Delivery teams. A notary license is required upon hire, and the employee must obtain or possess an MLO unique qualifier (NMLS registration number) and successfully complete applicable MLO Registry requirements.

Requirements

High school diploma required.
Proven sales skills and one year of member service or retail banking experience preferred.
Cash-handling experience preferred.
Knowledge of banking and/or credit union regulations preferred.
Experience recommending products and plans to improve a member’s financial position preferred.
Ability to work efficiently in a fast-paced and sometimes stressful environment while maintaining service quality.
Excellent member service skills and a member-focused mindset.
Ability to work cohesively as part of a team and interact positively with other employees.
Proficiency with Microsoft Office products and general office equipment.
Comfort and confidence using self-service technology.
Good organizational skills, attention to detail, and a strong emphasis on accuracy and integrity.
Ability to maintain composure and solve problems with a positive, solutions-oriented mindset.
Excellent verbal and non-verbal communication skills.
Obtain or possess an MLO unique qualifier (NMLS registration number) and meet all MLO Registry requirements, including passing background and credit checks and submitting fingerprints.
Notary license required upon hire.
Must be bondable.

Nice To Haves

Some college education preferred.
Proven sales skills and one year of member service or retail banking experience preferred.
Cash-handling experience preferred.
Knowledge of banking and/or credit union regulations preferred.
Experience recommending products and plans to improve a member’s financial position preferred.

Responsibilities

Assist members with deposits, withdrawals, check cashing, opening accounts, service requests, and credit applications.
Educate members about credit union products and services, cross-sell appropriate offerings, and make qualified referrals for loan, deposit, and fee-income products and services.
Build trusting, lasting member relationships through engagement, education, open-ended questions, listening, and a consultative approach.
Collect member contact information and schedule follow-ups to maintain a healthy sales pipeline.
Refer members to financial experts, such as First Mortgage and financial advisors, as needed.
Research and resolve moderately complex member issues, coordinating with other departments when necessary.
Consistently exceed established sales goals.
Assist and follow up with members regarding fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types.
Provide notarial services, including witnessing and authenticating documents and verifying member identity.
Support the branch community by participating in Wings-sponsored and other community events.
Stay current on Wings promotions and participate in contests and activities that support goals.
Follow risk and compliance processes and policies to safeguard members’ assets, maintain privacy, and act in members’ best interests.
Provide support to other Retail Delivery teams as needed, which may require travel.
Perform additional responsibilities as assigned to meet business needs.