Float Universal Banker
About The Position
Connex Credit Union is seeking diverse talent motivated to improve the financial well-being of others for a Float Universal Banker position. This role is responsible for helping establish and attain sales and service goals, promoting membership growth through the expansion of member relationships, and providing outstanding service to all members. The Universal Banker will identify and find solutions for members' financial needs to better their financial lives, professionally connecting with members to drive business to the branch. Responsibilities include filling in for a branch manager during an absence, following all security protocols, and fostering a positive work environment. The Credit Union reserves the right to transfer employees to other locations if deemed in its best interest, with advance notification except for emergency transfers.
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.
Benefits
- Competitive compensation
- Medical, Dental and Vision coverage
- Paid time off
- 401K contributory plan with company match
- The opportunity to become involved in community outreach
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
