Universal Banker

PROVIDENT CREDIT UNION • San Ramon, CA

13d • Onsite

About The Position

The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed.

Requirements

• 1+ years in financial services experience in banking or credit union
• 1+ years of sales and service experience with proven results
• Experience making effective outbound telephone calls
• Experience with Real Estate and Consumer Loans
• Experience with business banking products and relationships
• Experience with cash handling/teller transactions/loan funding
• Experience in working in a team environment and developing relationships
• Excellent listening and speaking skills
• Excellent written communication skills
• Computer literacy skills and proficient in Windows and Microsoft Office
• Understand and adhere to BSA and OFAC policy and procedures including: CTR requirements, CIP requirements, CDD requirements, OFAC verification requirements, Reporting suspicious activity, Maintaining records on negotiable instrument
• NMLS – National Mortgage Licensing System and Registry to obtain within 30 days of hired
• Medallion Stamp Certification to obtain within 120 days of hired

Nice To Haves

• Bachelor’s degree preferred

Responsibilities

• Opening new products
• Processing transactions
• Cross-selling products and services
• Providing exceptional member service
• Proactively interacting with current and potential members
• Participating in business development and community activities to generate new business
• Achieving individual sales goals
• Using available resources to increase business, strengthen member relationships, and increase member loyalty
• Providing training, leadership and support to less experienced branch staff
• Problem solving and taking initiative
• Performing other duties as directed

Benefits

• Quality medical, dental and vision care coverage
• 401(k) retirement plan with up to 150% matching employer contributions
• Up to 100% Tuition reimbursement for approved courses
• Annual discretionary bonus
• Employee referral bonus
• Generous paid time off and paid holidays
• Flexible spending accounts
• Short and long-term disability coverage
• Life and AD&D insurance
• Provident membership Rate discount on home, auto loans and personal loans
• Opportunity to use company owned condo in Maui and Lake Tahoe

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level