Universal Banker Jobs

About The Position

Requirements

• At least 1 year of customer service experience.
• Cash handling experience.
• Strong sales and referral disposition.
• Ability to understand and respond to member needs and recommend Westerra products suited to members’ financial needs, goals, and values.
• Ability to drive sales through a consultative approach.
• Strong verbal and interpersonal communication skills.
• Attention to detail and ability to work with minimal errors.
• Problem-solving skills.
• Product and service knowledge.
• Ability to navigate key Westerra systems and sites efficiently.
• Understanding of role-related processes, procedures, guidelines, and resources.
• Ability to handle basic short-term tasks and routine work following standard procedures.
• Ability to use basic judgment under close supervision or instruction and understand procedures for basic technical, administrative, or operative tasks.
• Ability to travel to assigned branch locations, which may rarely include multiple locations in one day.

Responsibilities

• Assist members with transactional needs according to established processes and service standards, answer inquiries, and resolve issues.
• Meet or exceed monthly sales goals while maintaining strong service and member experience levels.
• Build and grow member relationships by learning about financial needs and goals, presenting relevant Westerra solutions, and following up through proactive outreach, phone calls, or in-person visits.
• Maintain knowledge of products and services and educate members about technology and digital solutions, including mobile, online, and ATM offerings.
• Identify opportunities to save members money and present appropriate solutions.
• Deliver results against individual and branch sales goals and member service expectations.
• Represent Westerra at community and business development events.
• Demonstrate the Westerra Way Experience and comply with policies, procedures, and applicable federal and state laws and regulations.
• Maintain a high level of confidentiality.
• Obtain and maintain notary public certification within six months of employment, if not already certified, to perform notarial acts.
• Perform other duties as assigned.

Benefits

• Three health plans through UMR, with HSA and FSA options.
• Two dental plans through Delta Dental.
• Basic life and AD&D insurance.
• Short-term and long-term disability insurance.
• More than 20 days of paid time off per year.
• 16 hours of volunteer time off per year.
• More than 11 paid holidays.
• 401(k) with up to a 6% employer match.
• Up to 2% off the rate on a new Westerra mortgage for a primary residence, second home, or investment property.
• 2% off auto, RV, and motorcycle loans.
• Up to $5,250 per year in educational reimbursement.
• Four weeks of paid parental leave.
• Mental health resources, including an Employee Assistance Program.
• Individualized learning and development programs.
• Annual bonus potential tied to Westerra’s financial performance.