Growth-Oriented Universal Banker | Loans & Service

Provident Credit Union; Alameda (CA); On-site; USD 31,000 - 45,000; Full time

Benefits offered by this job

Quality medical, dental and vision

401(k) retirement plan with up to 150%

Tuition reimbursement up to 100%

Annual discretionary bonus

Paid time off and holidays

Flexible spending accounts

Disability coverage

Life and AD&D insurance

Provident membership

Loan rate discounts

Company condo usage in Maui and Lake |

Company condo usage in Maui and Lake

Job summary

Provident Credit Union in Alameda, CA is seeking a Universal Banker who will deliver sales and service excellence, open new accounts, process transactions, and cross-sell financial products. This role supports member relations, participates in community activities, and helps achieve sales goals.

Under supervision of the Assistant Branch Manager and Branch Manager, you will also provide guidance to junior staff and ensure compliance with BSA/OFAC policies.

Qualifications

• Bachelor’s degree preferred.
• 1+ years in financial services banking or credit union.
• 1+ years of sales and service experience with proven results.
• Experience making outbound calls.
• Experience with real estate and consumer loans.
• Experience with business banking products and relationships.
• Cash handling/teller transactions/loan funding.
• Team oriented and able to build relationships.
• Excellent listening and speaking skills.
• Excellent written communication skills.
• Proficient in Windows and Microsoft Office.
• Understand and adhere to BSA and OFAC policy and procedures incl.

Responsibilities

• Open new products and process transactions.
• Cross-sell Provident's products and services.
• Provide exceptional member service and build relationships.
• Actively participate in business development and community activities.
• Provide training and leadership to branch staff.

Skills

Sales & service

Outbound calls

Cross-selling

Team training

Customer service

Cash handling

Familiar with Windows & MS Office

BSA/OFAC policy knowledge

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Provident Credit Union in Alameda, CA is seeking a Universal Banker who will deliver sales and service excellence, open new accounts, process transactions, and cross-sell financial products. This role supports member relations, participates in community activities, and helps achieve sales goals.

Under supervision of the Assistant Branch Manager and Branch Manager, you will also provide guidance to junior staff and ensure compliance with BSA/OFAC policies.