Growth-Focused Universal Banker

Provident Credit Union; Hayward (CA); On-site; USD 32,000 - 44,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with up to 150% match

Tuition reimbursement up to 100%

Discretionary bonus

Employee referral bonus

Paid time off & holidays

Flexible spending accounts

Disability coverage

Life and AD&D insurance

Provident membership

Job summary

Provident Credit Union in Hayward, CA is seeking a Universal Banker (Full Time) to deliver sales and service excellence, open new products, process transactions, and cross-sell loans and related services. You will engage members, participate in community activities to grow business, and support branch staff with training and leadership.

The role requires 1+ year experience in financial services, strong communication, teamwork, and problem solving.

Qualifications

• Bachelor’s degree preferred.
• 1+ years in financial services experience in banking or credit union.
• 1+ years of sales and service experience with proven results.
• Experience making effective outbound telephone calls.
• Experience with Real Estate and Consumer Loans.
• Experience with business banking products and relationships.
• Experience with cash handling/teller transactions/loan funding.
• Experience in working in a team environment and developing relationships.
• Excellent listening and speaking skills.
• Excellent written communication skills.
• Computer literacy skills and proficient in Windows and Microsoft Office.
• Understand and adhere to BSA and OFAC policy and procedures including CTR, CIP, CDD, OFAC verification, reporting suspicious activity, and maintaining records on negotiable instruments.

Responsibilities

• Open new products and process transactions with accuracy.
• Cross-sell products and services while delivering exceptional member service.
• Engage with current and potential members and participate in community activities to grow business.
• Provide training and leadership support to branch staff.

Skills

Sales experience

Service orientation

Outbound calls

Relationship building

Team collaboration

Customer service

Communication skills

Written communication

Computer literacy

BSA/OFAC compliance

Education

Bachelor's degree preferred

Tools

Windows

Microsoft Office

Job description

Provident Credit Union in Hayward, CA is seeking a Universal Banker (Full Time) to deliver sales and service excellence, open new products, process transactions, and cross-sell loans and related services. You will engage members, participate in community activities to grow business, and support branch staff with training and leadership.

The role requires 1+ year experience in financial services, strong communication, teamwork, and problem solving.