Universal Banker

Y-12 Credit Union•Knoxville, TN

About The Position

The Universal Banker (referred to in the description as a Member Experience Consultant, or MXC) builds relationships with members, resolves problems, and helps members feel confident about financial decisions. The role combines everyday banking responsibilities with personalized service, helping members navigate financial needs and find appropriate solutions. The position includes opening accounts, processing transactions, and assisting with service requests. It also involves recognizing opportunities to connect members with products and services that may support their financial well-being, taking ownership of member concerns, and delivering professional, accurate, and genuinely helpful service.

Requirements

  • Enjoy helping people and finding solutions.
  • Communicate clearly and build trust naturally.
  • Genuinely enjoy connecting with others.
  • Understand that great service means understanding a person's needs, not just completing a transaction.

Responsibilities

  • Build relationships with members and help them navigate their financial needs.
  • Open accounts, process transactions, and assist with service requests.
  • Identify opportunities to connect members with products and services that may improve their financial well-being.
  • Resolve problems, answer questions, and take ownership of helping members find solutions.
  • Deliver professional, accurate, and helpful service.
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