Solana Beach - Universal Banker
About The Position
The Universal Banker delivers exceptional service, builds meaningful relationships with members, and provides financial solutions. The role welcomes and assists members, processes transactions, resolves questions, and educates members about digital banking tools. It also opens accounts, processes and funds consumer loan applications, identifies member needs through consultative conversations, and supports branch sales and service goals through referrals and follow-up. The position supports branch operations by balancing cash drawers, assisting with end-of-day balancing, preparing account and loan documentation, complying with regulatory requirements, maintaining knowledge of products and procedures, and protecting member information. The Universal Banker also shares best practices, mentors Tellers and USR I team members, and participates in branch meetings, sales initiatives, community events, and business development activities.
Requirements
- Consumer loan processing experience.
- Cash-handling experience.
- Sales or cross-selling experience.
- Symitar experience.
Nice To Haves
- Cash handling experience.
- Sales or cross-selling experience.
- Experience in a retail banking or credit union environment.
- Familiarity with Symitar.
Responsibilities
- Welcome and assist members professionally and enthusiastically.
- Process transactions such as deposits, withdrawals, loan payments, transfers, and wire transfers accurately.
- Resolve member questions and provide personalized support.
- Educate members about digital banking tools and services.
- Open new accounts and assist members with financial products.
- Process and fund consumer loan applications.
- Understand members' needs and recommend beneficial solutions.
- Make follow-up calls to ensure member satisfaction and identify additional ways to help.
- Contribute to branch sales and service goals through consultative conversations and referrals.
- Balance cash drawers and assist with end-of-day branch balancing activities.
- Prepare account and loan documentation while complying with regulatory requirements.
- Maintain knowledge of Mission Fed products, services, policies, and procedures.
- Protect member information and uphold security standards.
- Share best practices and mentor Tellers and USR I team members.
- Participate in branch meetings, sales initiatives, community events, and business development activities.
- Collaborate with teammates to create an exceptional member experience.
Benefits
- Competitive compensation of $22.00–$25.00 an hour, plus incentives.
- 18 days of PTO during the first year.
- 12 paid holidays annually.
- Full 6% 401(k) match.
- Comprehensive medical, dental, and vision coverage.
- Life insurance and additional voluntary benefits.
- Employee wellness resources, including an on-site gym.
- Career development opportunities.
- An award-winning workplace culture.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
