Universal Banker

CONNEX CREDIT UNION INC•Branford, CT

11d•Onsite

About The Position

Connex Credit Union is seeking diverse talent who are motivated to improve the financial well-being of others for a Universal Banker position at the Branford Branch. This role involves establishing and attaining sales and service goals, promoting membership growth, and providing outstanding service to members by identifying and solving their financial needs. The Universal Banker will act as a financial advocate and coach, exploring members' financial priorities and offering solutions using the Credit Union's products and services. The position also requires maintaining a professional and efficient branch, potentially filling in for a branch manager, adhering to security protocols, and fostering a positive work environment. The role may involve transfers to other locations as deemed necessary by Connex.

Requirements

Associate’s Degree required or equivalent work experience
1 to 3 years retail or banking experience required

Responsibilities

Serves as a financial advocate/coach for members of the CU.
Works with members to explore their financial priorities, and determines helpful and achievable solutions using the CU’s products and services in order to improve our member financial standing.
Drives loan volume within the branch by recognizing member needs and getting them in appropriate product.
Spends 30% of the time performing teller duties, including handling transactions, cash management, and providing customer service at the teller line.
Work with member through entire loan process from application to closing.
Performs preliminary reviews of member's financial status and effectively identifies member's needs and assists with attaining the member's financial goals.
Serves as member’s primary point of contact in all Credit Union matters.
Researches and resolves member issues and takes ownership of those issues by resolving them personally.
Follows up to ensure member satisfaction and resolution.
Maintains and continually improves upon in depth knowledge of all credit union products, services, and procedures.
Conducts daily outbound calls to new and prospective members in order build and expand relationships.
Scheduled call nights may require after hour attendance.
Assists with the appearance and professionalism of the branch.
Adheres to all credit union policies and procedures and supports the culture of the organization.