Universal Banker I
Align Credit Union • Framingham, MA5d • $20 - $23
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Universal Banker I
Align Credit Union•Framingham, MA
•$20 - $23
About The Position
The Universal Banker I provides exceptional member service by cultivating, maintaining, and enhancing lasting relationships with existing and prospective members. The role processes transactions and performs member service responsibilities, using a consultative sales and service approach to help members understand and address their financial needs. The Universal Banker I provides responsive service within the scope of their authority and expertise. The position handles account openings, member servicing requests, debit card issuance, and routine banking transactions, while recommending suitable solutions and referring members to product specialists when appropriate. It also supports branch operations, resolves member issues, meets assigned service and sales goals, and follows credit union policies, procedures, security requirements, and applicable regulations. The role requires ongoing development of product knowledge and professional skills.
Responsibilities
- Consistently demonstrate behaviors aligned with Align's values and member service standards to deliver an exceptional branch experience.
- Accurately process sales, servicing, banking transactions, and operational tasks while following security, compliance, and Employee Accuracy Policy requirements.
- Complete member requests, including opening accounts, servicing accounts, issuing debit cards, and processing deposits, withdrawals, check cashing, and loan payments.
- Recommend solutions that meet member needs and consult with or refer members to product specialists, including wealth management, real estate, and commercial lending.
- Build and maintain member relationships throughout the member lifecycle by identifying and understanding financial needs.
- Achieve assigned member service and sales goals.
- Maintain knowledge of credit union products and services to introduce members to available options.
- Identify the financial needs of each member served.
- Assist with branch operational tasks, including cash settlements, ATMs, and cash recyclers, using dual control where applicable.
- Take ownership of member issues and resolve them efficiently to develop and deepen member relationships.
- Adhere to Align Credit Union policies and procedures and comply with BSA, OFAC, and other applicable regulations.
- Continuously develop knowledge and skills through self-motivated learning, formal education, seminars, and in-house training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
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