Scripps Ranch - Universal Banker
About The Position
The Universal Banker delivers exceptional service, builds member relationships, 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 members’ needs, recommends suitable products and services, and follows up to support member satisfaction and branch goals. The Universal Banker supports branch operations by balancing cash drawers, assisting with end-of-day balancing, preparing account and loan documentation, following regulatory requirements, maintaining knowledge of products and procedures, and protecting member information. The position 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
- Experience in a retail banking or credit union environment.
- Familiarity with Symitar.
- Cash-handling experience.
- Sales or cross-selling experience.
Responsibilities
- Welcome and assist members professionally and enthusiastically.
- Accurately process deposits, withdrawals, loan payments, transfers, wire transfers, and other transactions.
- 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 financial solutions.
- Make follow-up calls to support member satisfaction and identify opportunities 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.
- Prepare account and loan documentation and comply 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
- 18 days of PTO during the first year.
- 12 paid holidays annually.
- Full 6% 401(k) match.
- Medical, dental, and vision coverage.
- Life insurance and additional voluntary benefits.
- Employee wellness resources, including an on-site gym.
- Career development opportunities.
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
