Universal Banker

PROVIDENT CREDIT UNION•Belmont, CA

5d•$28 - $28•Onsite

About The Position

The Universal Banker at Provident Credit Union has an advanced working knowledge of credit union products, services, and branch operations. The role focuses on developing deposit and loan business, growing branch profitability, and creating sales, service, and referral opportunities with current and potential members. The position performs teller duties, opens accounts, originates loans, and follows safety and soundness policies and procedures. It also provides leadership, training, and support to less experienced staff and works under the supervision of the Branch Manager. The Universal Banker supports member growth and retention through in-branch service, business development, and community activities. The role is expected to meet individual production and service goals, maintain accurate and secure transactions and records, and comply with company policies, procedures, and applicable regulations. The position is based at PCU Belmont in Belmont, California, and includes a rotating Saturday schedule.

Requirements

College degree or equivalent work experience.
Two years of sales and service experience with proven results.
Experience making effective outbound telephone calls.
Experience working in a team environment and developing relationships.
Notary license or ability to obtain a Notary license within 90 days of hire.
NMLS Certification completed within 90 days of hire.
Excellent listening and speaking skills.
Excellent presentation skills and written communication skills.

Nice To Haves

Financial services experience.
Extensive knowledge of credit union products and services.
Knowledge of depository accounts, consumer loans, and real estate loans.

Responsibilities

Develop new deposit and loan business to grow the branch and increase its profitability.
Seek sales, service, and referral opportunities with current and potential members inside the branch and through business development and community activities.
Perform teller responsibilities, open new accounts, originate loans, and follow safety and soundness policies and procedures.
Provide leadership, training, and support to less experienced staff.
Assist new members with opening checking, savings, CD, and money market accounts and accessing other products and services.
Prepare weekly personal sales and production reports for the management team.
Review in-branch reports to increase activity and meet or exceed individual sales, service, and revenue objectives.
Promote the branch in the local market through community events, school volunteering, and other hands-on activities.
Conduct internal and external business development with current and potential employer groups.
Participate in marketing activities, including street team and special events.
Meet or exceed individual production goals and sales objectives set by management.
Implement tactics to support member retention, expansion, and attraction.
Meet or exceed Provident service objectives and execute service standards.
Complete transactions accurately and correctly the first time.
Follow internal security policies and procedures, including safeguarding passwords, keys, codes, teller drawers, and computer monitors.
Maintain member confidentiality by securing and safeguarding member records.
Comply with regulations, policies, and procedures and maintain working access to member-related systems.