Universal Specialist

Landmark Credit Union•Milwaukee, WI

10d

About The Position

The Universal Specialist promotes and sells Landmark Credit Union banking products and services while performing teller duties. The role assists members with opening accounts, completing and processing loan applications, and basic member services, including CD redemptions, accepting wire instructions, and cash-handling and teller transactions. The position reports to the Branch Manager or Assistant Branch Manager. It is a 40-hour-per-week role requiring weekday shifts and every other Saturday. Being fluent in English and Spanish is preferred.

Requirements

High school diploma or equivalent.
At least one year of previous teller experience within retail banking; an equivalent combination of education and experience will be considered.
Knowledge of banking products, or the ability to learn their benefits and features quickly.
Experience with, or the ability to become proficient in, the programs and systems used for the job.
Excellent oral and written communication, problem-solving, and organizational skills, and the ability to work independently.
Ability to develop a thorough understanding of company policies and procedures and comply with them, as well as job-related state and federal laws and regulations.
Ability to stand for long periods of time.

Nice To Haves

Demonstrated ability to refer or cross-sell products or prior sales experience.
Fluency in English and Spanish.

Responsibilities

Promote and sell Landmark Credit Union banking products and services.
Open deposit accounts, including IRA and HSA accounts.
Conduct loan interviews and assist with completing and processing loan applications.
Sell debt protection and cross-sell other credit union services.
Use credit scoring and analysis, including the Credit Guide Scoring System, to help evaluate loan applications.
Counsel members on the wise use of credit.
Provide friendly, courteous, and timely teller and related member services while balancing the cash drawer daily.
Perform all teller transactions and cash-handling duties.
May train to perform overrides for other associates as needed.
Attend training at headquarters or an off-site location when required.
Perform other duties as assigned.