Universal Banker

Rockland Federal Credit Union • Walpole, MA

60d • $23 - $24 • Onsite

About The Position

The Member Experience Specialist II provides advanced member service support while performing transactional, account servicing, and sales functions. This role assists members with account opening, consumer loan applications, digital banking support, and product recommendations while ensuring compliance with Credit Union policies and procedures.

Requirements

• 1–2 years of branch banking, credit union, or retail financial services experience.
• Notary Public certification required or ability to obtain.
• Knowledge of BSA, Reg CC, Reg E, and other banking regulations.
• Strong communication, attention to detail, and member service skills.

Nice To Haves

• Previous Senior Teller, Universal Banker, or Lead Teller experience preferred.
• Credit union experience preferred.

Responsibilities

• Open new accounts, business accounts, share certificates, IRAs, and specialty products.
• Initiate consumer loan applications and refer mortgage and commercial lending opportunities.
• Assist members with online and mobile banking support.
• Process deposits, withdrawals, payments, account maintenance, disputes, and stop payments.
• Support credit card servicing and maintenance.
• Promote products and services that meet member needs.
• Balance cash drawer and maintain accurate records.
• Support branch operations in a dual-control capacity.
• Follow security, fraud prevention, and compliance requirements.
• Assist with training and mentoring new team members.

Benefits

• Cigna medical benefits
• dental benefits
• vision benefits
• a 401(k) plan with company match
• profit-sharing potential
• flexible health and dependent care plans
• life, AD&D, and LTD insurance
• a generous and flexible tuition reimbursement program
• a PTO package

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed