Universal Agent

PROVIDENT CREDIT UNION•San Ramon, CA

5h•$27 - $28•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. Why Provident? Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation. Our values are: Listen Get Better Do What’s Right

Requirements

Bachelor’s degree preferred
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

Responsibilities

opening new products
processing transactions
cross-selling products and services
providing exceptional member service
proactively interacts with current and potential members
participates in business development and community activities to generate new business
achieving individual sales goals
uses available resources to increase business, strengthen member relationships, and increase member loyalty
providing training, leadership and support to less experienced branch staff

Benefits

Quality medical, dental and vision care coverage
401(k) retirement plan with up to 150% matching employer contributions
Strong commitment to investing in your career and educational advancement by offering 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