Universal Banker

Wings Credit Union•Minneapolis, MN

14d•$22 - $24

About The Position

This position acquires, expands, and enriches current and future member relationships by assisting and educating members with opening and managing accounts and finances, building long-term relationships, and recommending products and services that support members’ financial success. The Universal Banker provides personalized, professional service and seeks opportunities to meet additional member needs. The schedule is Monday through Friday, 8:45 a.m. to 5:15 p.m., and every other Saturday. The role may also require travel to support other Retail Delivery teams. A notary license is required upon hire, and the position requires obtaining or possessing a Mortgage Loan Originator (MLO) unique qualifier and completing applicable registry requirements.

Requirements

High school diploma required.
Excellent member service skills and a member-focused mindset.
Ability to work efficiently in a fast-paced and sometimes stressful environment while maintaining service quality.
Ability to work cohesively with a team and interact positively with other employees.
Proficiency with Microsoft Office products and general office equipment.
Comfort with and confidence using self-service technology.
Good organizational skills, attention to detail, 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 an MLO unique qualifier (NMLS registration number) and successfully complete registry requirements, including background and credit checks, fingerprinting, and other applicable requirements under the S.A.F.E. Act.
Notary license required upon hire.
Must be bondable.

Nice To Haves

Some college.
Proven sales skills.
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 offerings, and make qualified referrals for appropriate loan, deposit, and fee-income products and services.
Build trusting, lasting member relationships through personal engagement, education, open-ended questions, 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 first mortgage and financial advisors, as needed.
Research and resolve moderately complex member issues, communicating with other departments when necessary.
Consistently exceed established sales goals.
Assist and follow up with members regarding fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types.
Provide notarial services, including witnessing and authenticating documents and verifying member identity.
Support the branch community by participating in credit union-sponsored and other 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, maintain 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.