Banker Jobs

About The Position

Requirements

• Ability and desire to gain knowledge and skills in all personal banking areas including but not limited to Total Member Experience (TME), performing the ADAPT model, UFCU products and services.
• Exceptional Member service provider
• Strong understanding and ability to communicate the UFCU Way.
• Strong ability to understand and adhere to financial institution compliance requirements
• Extensive understanding of Credit Union products and services
• Ability to navigate multiple systems efficiently
• Ability to read, analyze and explain credit reports
• Basic knowledge of mortgage process
• Ability to manage lobby management software
• Ability to research and identify resources leading to Member success stories.
• High School Diploma or GED
• Minimum 6 months of experience in customer service and working in a team environment
• Consultative sales experience

Nice To Haves

• Bilingual English/second language
• Financial institution experience
• Lending experience
• Experience working in fast-paced, high-volume environment

Responsibilities

• Provide prompt, courteous, and accurate service to Members in accordance with UFCU’s values.
• Respond and resolve member needs and service requests
• Open consumer deposit accounts and Certificates of Deposit
• Read and review credit reports with members
• Process loan applications, financial transactions, and other service requests
• Assess and anticipate member needs, and refer members to appropriate business partners
• Provide notary and safe deposit box services
• Assist with fraud disputes
• Complete opening and closing procedures
• Host tables, participate in events, and attend Select Employer Group (SEG) events
• Connect members with internal business partners to help problem solve
• Adhere to all company policies, procedures and business ethics codes
• Provide smooth onboarding experiences and digital tool adoption
• Complete required regulatory Training as assigned.
• Maintain strict adherence to and in compliance with all laws, rules, regulations and internal controls specific to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.