Universal Banker (Brookline, MA)
About The Position
BrightBridge is seeking a dedicated Universal Banker to serve members in Brookline, Massachusetts. The role provides service across Credit Union products and services, processes member transactions, builds relationships, identifies member needs, and helps members choose appropriate financial solutions. The position also involves sales and service goals, loan origination and closing, account openings and closings, cash balancing, telephone support, and adherence to Credit Union policies and regulations. The role is full-time and may require working some Saturdays and occasionally covering another retail location.
Requirements
- High school diploma or equivalent.
- Basic math skills.
- Familiarity with keyboards and personal computers.
- Customer or member service skills.
- Effective written and verbal communication and interpersonal skills.
- Data-entry skills.
- Excellent cross-selling and problem-solving skills.
- Strong desire to work with the general public.
- Flexibility in work hours and proven reliability and dependability.
- Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and maintain registration as a registered Mortgage Loan Originator (MLO).
- Valid driver's license for coverage of retail branches.
- Ability to meet the stated physical demands, including lifting coin bags or boxes of printed materials weighing up to 25 pounds.
Nice To Haves
- One year of previous teller experience with a satisfactory balancing record.
- Bilingual ability.
Responsibilities
- Process member transactions, including deposits, withdrawals, loan payments, payroll adjustments, bank checks, gift cards, VISA cash advances, and IRA deposits and withdrawals, in accordance with Credit Union policies and procedures.
- Perform sales and service activities to meet assigned quarterly goals and create an exceptional member experience, including deepening member relationships and introducing additional products and services.
- Originate and close all loan types through direct member contact and applications received by telephone, mail, or fax; prepare approved loan documents, verify approval conditions and required documentation, and disburse loans.
- Apply knowledge of applicable state and federal regulations and laws.
- Use sound judgment and interpersonal skills to assist members.
- Be open to coaching and strive for excellence in sales and service execution.
- Maintain knowledge of Credit Union products and services, including promotional offerings.
- Promote, refer, and sell additional third-party products as determined by the Credit Union.
- Open and close all account types and complete the required documentation.
- Balance the cash drawer and settle the day's activities in accordance with Credit Union policies and procedures.
- Answer telephone calls, provide information, and direct callers to the appropriate department or employee.
- Participate in balancing the ATM under dual control, as necessary.
- Adhere to the Credit Union's Bank Secrecy Act policies and procedures.
- Work some Saturdays during the month and occasionally provide temporary coverage at alternate locations for unplanned absences.
- Work toward sales and service goals by attending department and one-on-one meetings, product knowledge training, and selling-skills training.
- Perform additional duties as requested.
Benefits
- Ongoing training and career development opportunities.
- Competitive pay and benefits.
- Opportunity to grow with a supportive organization.
- Collaborative team culture.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
