Universal Banker

Wings Credit Union•Coon Rapids, MN

14d•$22 - $24

About The Position

The Universal Banker acquires, expands, and enriches current and future member relationships by helping members open and manage accounts and finances, building long-term relationships, and recommending products and services to support their financial success. The role provides personalized, professional member service and identifies opportunities to meet additional member needs. The position handles a range of member transactions and service requests, educates members about products and services, makes qualified referrals, and works to resolve moderately complex issues. It also supports members with specialized account needs, provides notarial services, contributes to branch and community activities, and follows applicable risk and compliance procedures. The position may provide support to other Retail Delivery teams, which may require travel. Hours are Monday through Friday, 8:45 a.m.–5:15 p.m., and every other Saturday, 8:45 a.m.–1:15 p.m. Pay is $22.25–$23.50 per hour, plus incentives and a 3% annual target bonus. The anticipated application closing date is November 10, 2026.

Requirements

High school diploma required.
Must obtain or possess a Mortgage Loan Originator (MLO) unique qualifier/NMLS registration number and successfully complete all MLO Registry requirements, including background and credit checks, fingerprinting, and other applicable requirements under the S.A.F.E. Act.
Notary license required upon hire.
Ability to work efficiently in a fast-paced and sometimes stressful environment while maintaining quality of service.
Excellent member service skills and a member-focused mindset.
Ability to work cohesively as part of a team and interact positively with other employees.
Proficiency with Microsoft Office products and general office equipment.
Comfort and confidence using self-service technology.
Good organizational skills, attention to detail, and a strong emphasis on accuracy and integrity.
Ability to maintain composure and solve problems with a positive, solutions-oriented mindset.
Excellent verbal and non-verbal communication skills.

Nice To Haves

Some college education.
Proven sales skills.
One year of member service or retail banking experience.
Cash-handling experience.
Knowledge of banking and/or credit union regulations.
Experience recommending products and plans to improve a member’s financial position.

Responsibilities

Assist members with deposits, withdrawals, check cashing, opening accounts, service requests, and credit applications.
Educate members about credit union products and services, cross-sell appropriate offerings, and make qualified referrals for loan, deposit, and fee-income products and services.
Build trust and lasting member relationships through engagement, education, open-ended questions, listening, and a consultative approach.
Maintain a sales pipeline by collecting member contact information and scheduling follow-ups.
Refer members to financial experts, including first mortgage and financial advisors, as needed.
Research and resolve moderately complex member issues, including coordinating with other departments.
Consistently exceed established sales goals.
Assist and follow up with members regarding fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types.
Provide notarial services, including witnessing and authenticating documents and verifying member identity.
Participate in Wings-sponsored and community events to support the branch community.
Stay current on promotions and participate in contests and activities supporting organizational goals.
Follow risk and compliance processes and policies to safeguard member assets, protect privacy, and act in members’ best interests.
Support other Retail Delivery teams as needed, which may require travel.
Perform additional responsibilities as assigned to meet business needs.