Member Banking Advisor & Lending Specialist

Cobalt-Credit-Union; Omaha (NE); On-site; USD 22,000 - 33,000; Full time

Job summary

Cobalt Credit Union – Maple Branch in Omaha, NE is seeking a Universal Banker to advise members on achieving their financial goals. You will answer questions, open Credit Union products, and help with lending decisions while building long-term relationships.

The role requires a personable, goal-oriented professional who thrives in a busy, team-focused environment. Required: high school diploma or GED, 2 years in a financial institution, and 2 years of cash handling, sales, and customer service.

Qualifications

• High School diploma or GED required.
• 2 years of experience in a financial institution.
• 2 years of cash handling, sales and customer service.
• Ability to interview members to determine financial service needs.
• Able to work in a fast-paced, team-oriented environment with interruptions.
• Self-starter and able to work independently.
• Strong attention to detail and customer service.

Responsibilities

• Advise members on how to achieve their financial goals.
• Answer member questions and recommend/open Credit Union products and services.
• Make lending decisions based on member information.
• Build long-term relationships with members to meet goals.

Skills

Customer service

Sales

Cash handling

Interpersonal skills

Interviewing members

Education

High School diploma or GED

Job description

Cobalt Credit Union – Maple Branch in Omaha, NE is seeking a Universal Banker to advise members on achieving their financial goals. You will answer questions, open Credit Union products, and help with lending decisions while building long-term relationships.

The role requires a personable, goal-oriented professional who thrives in a busy, team-focused environment. Required: high school diploma or GED, 2 years in a financial institution, and 2 years of cash handling, sales, and customer service.