Universal Banker

Self-HelpChicago, IL
9d

About The Position

We are seeking a Universal Banker to join our Little Village (Cicero, IL) team! WHAT You’ll Do: Manage the consumer loan process from initiation through pre-qualification to closing, including: interviewing loan applicants, preparing applications, preparing files for processing and underwriting, providing timely accurate disclosures to members, and troubleshooting issues that may arise. Work with members (customers) to meet their financial service needs Promote credit union products and services based on member’s needs Process share deposit payments, loan payments, CD and lines of credit transactions, etc. Disburse cash and check withdrawals. Open, close, and balance cash drawer daily. Handle Vault Teller responsibilities and balance ATM daily. Initiate conversations to suggest new products and services. Participate in Credit Union outreach events. Adhere to general regulatory procedures.

Requirements

  • 3-5 years in a financial institution or other customer service industry preferred
  • Bilingual English/Spanish fluency
  • Ability to form and maintain strong relationships with internal and external customers.
  • May be required to travel to cover other branches.
  • High school diploma or equivalent.

Responsibilities

  • Manage the consumer loan process from initiation through pre-qualification to closing
  • Interview loan applicants
  • Prepare applications
  • Prepare files for processing and underwriting
  • Provide timely accurate disclosures to members
  • Troubleshoot issues that may arise
  • Work with members (customers) to meet their financial service needs
  • Promote credit union products and services based on member’s needs
  • Process share deposit payments, loan payments, CD and lines of credit transactions, etc.
  • Disburse cash and check withdrawals
  • Open, close, and balance cash drawer daily
  • Handle Vault Teller responsibilities and balance ATM daily
  • Initiate conversations to suggest new products and services
  • Participate in Credit Union outreach events
  • Adhere to general regulatory procedures
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