Santee - Universal Banker

Mission Fed•Santee, CA

21d•$22 - $25•Onsite

About The Position

The Universal Banker delivers exceptional service, builds meaningful relationships with members, and provides financial solutions. The role combines member service, transaction processing, account and loan support, consultative sales, and branch operations. It also includes mentoring team members and participating in branch and community activities. The position is on-site in San Diego, California.

Requirements

Consumer loan processing experience.
Cash-handling experience.
Sales or cross-selling experience.
Symitar experience.

Nice To Haves

Experience in a retail banking or credit union environment.
Familiarity with Symitar.
Cash-handling experience.
Sales or cross-selling experience.

Responsibilities

Welcome and assist members professionally and enthusiastically.
Process transactions such as deposits, withdrawals, loan payments, transfers, and wire transfers accurately.
Resolve member questions and provide personalized support.
Educate members about digital banking tools and services.
Open new accounts and assist members with financial products.
Process and fund consumer loan applications.
Discuss members’ needs and recommend beneficial financial solutions.
Make follow-up calls to support member satisfaction and identify additional ways to help.
Contribute to branch sales and service goals through consultative conversations and referrals.
Balance cash drawers and assist with end-of-day branch balancing.
Prepare account and loan documentation in compliance with regulatory requirements.
Maintain knowledge of Mission Fed products, services, policies, and procedures.
Protect member information and uphold security standards.
Share best practices and mentor Tellers and USR I team members.
Participate in branch meetings, sales initiatives, community events, and business development activities.
Collaborate with teammates to create an exceptional member experience.