Universal Banker

Self-Help•Wilson, NC

About The Position

WHO We Are: Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies We are seeking a Universal Banker to join our Wilson, NC team! Position Summary: The Universal Banker serves as a liaison between the member and the credit union in our Branches. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. WHAT You'll Do: Manage the consumer loan process from initiation through pre-qualification to closing, including: interviewing loan applicants, preparing applications, preparing files for processing and underwriting, providing timely accurate disclosures to members, and troubleshooting issues that may arise. Work with members (customers) to meet their financial service needs. Promote credit union products and services based on member’s needs. Process share deposit payments, loan payments, CD and lines of credit transactions, etc. Disburse cash and check withdrawals. Open, close, and balance cash drawer daily. Handle Vault Teller responsibilities and balance ATM daily. Initiate conversations suggest new products and services. Participate in Credit Union outreach events. Adhere to general regulatory procedures. WHAT You’ll Need: 3-5 years in a financial institution or other customer service industry preferred. Ability to form and maintain strong relationships with internal and external customers. May be required to travel to cover other branches. High school diploma or equivalent. If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all – THIS is the place for you Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Company Disclaimer: Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status. Welcome to Self Help Careers! Self-Help is a family of Mission Driven non-profit financial organizations. Our national foot-print means we offer strong benefits and opportunities across the country. Our inclusive collegial culture means that no matter where you're located, you're part of a shared mission. At Self-Help we don't just go to work. We create change - and we do it together. Join Us! If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, please request the appropriate accommodation by emailing: [email protected].

Requirements

3-5 years in a financial institution or other customer service industry preferred.
Ability to form and maintain strong relationships with internal and external customers.
May be required to travel to cover other branches.
High school diploma or equivalent.

Responsibilities

Manage the consumer loan process from initiation through pre-qualification to closing, including: interviewing loan applicants, preparing applications, preparing files for processing and underwriting, providing timely accurate disclosures to members, and troubleshooting issues that may arise.
Work with members (customers) to meet their financial service needs.
Promote credit union products and services based on member’s needs.
Process share deposit payments, loan payments, CD and lines of credit transactions, etc.
Disburse cash and check withdrawals.
Open, close, and balance cash drawer daily.
Handle Vault Teller responsibilities and balance ATM daily.
Initiate conversations suggest new products and services.
Participate in Credit Union outreach events.
Adhere to general regulatory procedures.