Universal Service Representative

NuMark Credit Union • Warrenville, IL

8h • Onsite

About The Position

The Universal Service Representative builds member relationships and supports members in meeting their financial goals through exceptional service, sales, account services, and supervised lending activities. The representative uses knowledge of NuMark Credit Union products to understand members’ situations and aspirations, recommend products and services that meet their needs, and work toward sales goals. The role includes opening accounts, processing loan applications, handling loan disbursals and closings, completing transactions, and maintaining accounts according to member requests. The representative also contacts prospective and existing members to solicit business and may substitute at other local branches as needed.

The schedule is Monday through Saturday, with Saturday availability required and one weekday off. The credit union is closed Sundays. Regular, predictable, in-person attendance is required at assigned locations for scheduled shifts. The position is non-exempt, with a budgeted compensation range of $23.00–$24.00 per hour; individual rates vary based on skills and experience. The position is also eligible for monetary sales incentives.

Requirements

• High school diploma.
• Cash handling experience.
• Effective communication skills.
• Ability to effectively upsell and cross-sell products and services.
• Ability to obtain an NMLS number.
• Willingness and ability to substitute at other local branches if necessary.
• Availability to work Monday through Saturday, including Saturdays, with one weekday off.
• Three years of credit union or banking teller experience preferred.
• Consumer lending experience preferred.
• Desire to develop sales skills and pursue continual professional development.

Nice To Haves

• At least three years of credit union or banking teller experience.
• Consumer lending experience.

Responsibilities

• Build member relationships by providing exceptional service and using open-ended questions to understand members’ financial life cycles.
• Use knowledge of NuMark products to achieve sales goals by identifying member needs and offering suitable products and services.
• Open various types of accounts and communicate with other departments to cross-sell products, including loans.
• Process loan applications and handle disbursals and closings for consumer and home equity loans, among other loan types.
• Accurately handle cash and non-cash transactions and balance cash drawers.
• Protect the confidentiality of member information.
• Contact prospective and existing members by email or phone to solicit new business and meet specific goals.
• Maintain accounts according to member requests.
• Substitute at other local branches when necessary.

Benefits

• Medical plan choices through Blue Cross Blue Shield (HMO, Options, or PPO) for full-time employees.
• Dental insurance.
• Vision insurance.
• Three weeks of paid time off.
• Paid holidays off.
• Company lunches and parties.
• Birthday holidays.
• Company-paid life insurance.
• Short- and long-term disability coverage (company reimbursed).
• 401(k) savings plan with company match and profit sharing.
• Flexible spending account.
• Accident insurance plans.
• Education reimbursement for bachelor’s or master’s degrees.
• Employee assistance program.
• Paid community volunteer time.
• Career advancement opportunities.
• Monetary sales incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED