Universal Banker - Southaven

Orion Financial•Southaven, MS

116d

About The Position

The Universal Banker assists members with their financial needs while providing an exceptional member experience. The role promotes Credit Union products and services, builds relationships with current and prospective members, supports the growth of the Southaven branch, and helps the Branch Leader achieve branch sales and service goals. The ideal candidate is passionate about serving the Southaven community and participates in local relationship-building, outreach, and community involvement. The position works in a typical office environment, with occasional travel throughout the Southaven community for networking events, community activities, and business development opportunities. Candidates must pass pre-employment credit checks, background checks, and drug screens.

Requirements

High school diploma or equivalent required.
Knowledge of Credit Union policies and procedures.
Thorough knowledge of Credit Union products and services.
Three years of experience in a financial institution, lending, sales, or member service environment.
Strong communication and relationship-building skills.
Passion for serving the local community and developing new business relationships.
Strong organizational skills.
Ability to operate related computer applications and business equipment.
Strong attention to detail.
Ability to multitask and meet deadlines.
Must pass pre-employment credit checks, background checks, and drug screens.

Nice To Haves

Some college preferred.
Knowledge of the Southaven market and an established presence or involvement in the local community are strongly preferred.

Responsibilities

Greet and welcome members courteously and professionally, providing prompt, accurate service and exceptional experiences.
Interview prospective loan and new-member applicants, collect and enter loan information, and identify additional financial needs.
Assist with marketing campaigns, sales promotions, and local community outreach to increase awareness and support branch growth.
Build relationships with members, local businesses, schools, and community organizations to promote the Credit Union and establish a strong Southaven presence.
Look for opportunities to meet members’ financial needs during every interaction.
Recommend and promote Credit Union products and services during account openings and loan applications.
Help management track teller referrals and support branch sales initiatives.
Promote and explain services including IRAs, certificates of deposit, credit cards, ancillary products, and safe deposit boxes.
Cross-train in the Assistant Branch Manager role.
Assist in the teller area as needed, processing deposits, withdrawals, transfers, money orders, cashier’s checks, and loan payments.
Represent Orion Financial at community events, networking opportunities, and local partnerships.
Perform other duties as assigned.