Universal Banker

Y-12 Credit Union•Clinton, TN

About The Position

The Universal Banker, referred to in the description as a Member Experience Consultant (MXC), builds relationships with members, solves problems, and helps people feel confident about their financial decisions. The role handles everyday banking needs while making banking more personal and helpful through attentive, professional service. The position involves opening accounts, processing transactions, assisting with service requests, and connecting members with products and services that may support their financial well-being. It also requires taking ownership of questions and problems and helping members find appropriate solutions.

Requirements

  • Enjoy helping people and finding solutions.
  • Communicate clearly, build trust naturally, and enjoy connecting with others.
  • Understand members' needs rather than focusing only on completing transactions.

Responsibilities

  • Build relationships with members and help them navigate their financial needs.
  • Open accounts, process transactions, and assist with a variety of service requests.
  • Identify opportunities to connect members with products and services that may improve their financial well-being.
  • Resolve problems, answer questions, and take ownership of helping members find solutions.
  • Deliver professional, accurate, and genuinely helpful service.
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