Consultative Banker: Grow Relationships & Serve Members

Align Credit Union; Danvers (MA); On-site; USD 29,000 - 32,000; Full time

Job summary

Align Credit Union in Danvers is seeking a Universal Banker I to provide exceptional member service by cultivating and maintaining lasting relationships while processing transactions.

You will help members address financial needs with a consultative approach, open accounts, issue debit cards, handle routine transactions, and refer to product specialists as needed.

This role emphasizes security, compliance, and achieving sales goals within the branch.

Responsibilities

• Accurately process all sales, servicing, banking transactions and operational tasks.
• Follows all credit union security and compliance policies and procedures, including the Employee Accuracy Policy.
• Completes all member requests including, account opening, servicing requests, issuing debit cards, and routine bank transactions. (deposits, withdrawals, check cashing, loan payments, etc.)
• Recommends appropriate solutions to meet member needs. When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs.
• Acquires and maintains member relationships over the entire life cycle of the member by identifying and understanding their financial needs.
• Achieves all assigned member service and sales goals.
• Develops and deepens member relationships by taking ownership to resolve members issues efficiently.
• Adheres to Align Credit Union's policies and procedures. Responsible for compliance with the following regulations: BSA, OFAC, and other regulations, as require.

Skills

Customer service

Sales

Financial services

Job description

Align Credit Union in Danvers is seeking a Universal Banker I to provide exceptional member service by cultivating and maintaining lasting relationships while processing transactions.

You will help members address financial needs with a consultative approach, open accounts, issue debit cards, handle routine transactions, and refer to product specialists as needed.

This role emphasizes security, compliance, and achieving sales goals within the branch.