Santee - Universal Banker

Mission Fed Credit Union•Santee, CA

20d•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 is an on-site position in San Diego, California, with compensation of $22.00–$25.00 per hour plus incentives. Actual compensation depends on experience, qualifications, skills, internal equity, and other job-related considerations permitted by law. The Universal Banker welcomes and assists members, processes transactions, resolves questions, and educates members about digital banking. The role also opens accounts, assists with financial products, processes and funds consumer loan applications, and identifies appropriate solutions through conversations and follow-up. Branch responsibilities include cash balancing, preparing documentation, maintaining regulatory compliance, and protecting member information. The banker also shares best practices, mentors Tellers and USR I team members, and participates in branch initiatives and community activities.

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.
Understand members' needs and recommend beneficial financial solutions.
Make follow-up calls to check 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 while complying 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 provide an exceptional member experience.