Universal Banker

Self-Help•Sacramento, CA
•$26 - $30

About The Position

Self-Help is seeking a Universal Banker to join its Sacramento, California team. The role supports the credit union’s mission of economic justice by managing consumer loans, serving members, and handling cash operations. The banker manages consumer loan applications from initiation through closing, provides member services and account transactions, and performs daily cash drawer, vault, and ATM balancing duties.

Requirements

  • Three to five years of experience in banking or exposure to consumer lending.
  • Ability to form and maintain strong relationships with internal and external parties.
  • High school diploma or equivalent.

Nice To Haves

  • Spanish fluency, verbal and written.

Responsibilities

  • Manage the consumer loan process from initiation through closing, including interviewing applicants, determining eligibility, reviewing applications for accuracy, and providing timely and accurate disclosures while operating within moderate credit authority and credit union lending policies.
  • Greet members and visitors in a friendly and professional manner and provide prompt, efficient, and accurate service.
  • Open consumer and business accounts according to credit union policies.
  • Promote credit union products and services based on members’ needs.
  • Perform authorized account transactions and maintenance, including deposits, loan payments, CD transactions, lines of credit advances, account transfers, cash and check withdrawals, cash counting and reconciliation, adding joint owners, address changes, and other teller functions.
  • Open, close, and balance the cash drawer daily and maintain drawer cash levels within prescribed amounts.
  • Manage vault teller responsibilities, including balancing cash flow into and out of the vault.
  • Balance the ATM daily as part of a dual-control team.
  • Travel to cover other branches if required.
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