Universal Banker

Wings Credit Union•Apple Valley, MN

13d

About The Position

The Universal Banker acquires, expands, and enriches current and future member relationships by helping members open and manage accounts and finances, building long-term relationships, and recommending products and services that support their financial success. The role provides personalized, professional member service and looks for appropriate opportunities to address additional member needs. The position handles everyday account requests and service transactions, educates members about products and services, and develops relationships through a consultative approach. It also resolves moderately complex member issues, supports members with specialized account needs, provides notarial services, and contributes to branch and community activities. The banker follows risk and compliance policies and may provide support to other Retail Delivery teams, which could require travel. Hours are Monday through Friday, 8:00 a.m. to 5:30 p.m., and Saturdays, 8:00 a.m. to 1:30 p.m., for 2–3 Saturdays per month. Weekday hours are adjusted when working a Saturday, with either a full weekday off or a shortened weekday shift. Pay is $22.25–$23.50 per hour, plus incentives and a 3% annual target bonus. The anticipated application closing date is October 27, 2026.

Requirements

High school diploma required.
Proven sales skills and one year of member service or retail banking experience preferred.
Cash-handling experience preferred.
Knowledge of banking and/or credit union regulations preferred.
Experience recommending products and plans to improve a member’s financial position preferred.
Ability to work efficiently in a fast-paced and sometimes stressful environment while maintaining service quality.
Excellent member-service skills and a member-focused mindset.
Ability to work cohesively with a team and interact positively with other employees.
Proficiency with Microsoft Office products and general office equipment.
Comfort and confidence using self-service technology.
Good organizational skills, attention to detail, and a strong emphasis on accuracy and integrity.
Ability to maintain composure and solve problems with a positive, solutions-oriented mindset.
Excellent verbal and non-verbal communication skills.
Must obtain or possess a Mortgage Loan Originator (MLO) unique qualifier (NMLS registration number) and successfully complete registry requirements, including background and credit checks, fingerprinting, and other requirements under the S.A.F.E. Act.
Notary license required upon hire.

Nice To Haves

Some college.
One year of member service or retail banking experience.
Cash-handling experience.
Knowledge of banking and/or credit union regulations.
Experience recommending products and plans to improve a member’s financial position.

Responsibilities

Assist members with deposits, withdrawals, check cashing, opening accounts, service requests, and credit applications.
Educate members about credit union products and services, cross-sell appropriate offerings, and make qualified referrals for loan, deposit, and fee-income products and services.
Build trust and lasting member relationships through engagement, education, open-ended questions, active listening, and a consultative approach.
Maintain a sales pipeline by collecting member contact information and scheduling follow-ups.
Refer members to financial experts, such as mortgage and financial advisors, when appropriate.
Diagnose and research moderately complex member issues and coordinate with other departments to resolve them.
Meet and exceed established sales goals.
Assist and follow up with members regarding fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other specialized account types.
Provide notarial services, including witnessing and authenticating documents and verifying member identity.
Participate in Wings-sponsored and community events.
Stay current on promotions and participate in contests and activities that support business goals.
Follow risk and compliance processes and policies to safeguard member assets, protect privacy, and act in members’ best interests.
Support other Retail Delivery teams when needed, which may require travel.
Perform additional responsibilities as assigned to meet business needs.