Member-Centric Relationship Banker I

Align Credit Union; Framingham (MA); On-site; USD 28,000 - 32,000; Full time

Job summary

Align Credit Union is seeking a Universal Banker I to deliver exceptional member service in our Framingham branch. You will process transactions, open and service accounts, issue debit cards, and handle routine banking tasks while identifying member needs.

You will refer complex cases to product specialists and work to deepen member relationships, aiming to meet service and sales goals within policy guidelines.

Qualifications

• Experience in processing banking transactions and delivering service excellence.
• Ability to identify member needs and recommend suitable products.
• Strong knowledge of cash handling procedures and security policies.
• Comfort with consultative sales and cross-selling within bank services.

Responsibilities

• Process sales, servicing, banking transactions and routine operations.
• Open and service member accounts and debit-related tasks.
• Issue debit cards and handle routine deposits, withdrawals, check cashing, and loan payments.
• Refer members to product specialists for wealth, real estate, or commercial lending needs when appropriate.
• Develop and maintain member relationships throughout their lifecycle.
• Meet or exceed assigned member service and sales goals.
• Support branch operations including cash settlements and ATM tasks while ensuring security policies.

Skills

Member service

Cash handling

Sales & referrals

Job description

Align Credit Union is seeking a Universal Banker I to deliver exceptional member service in our Framingham branch. You will process transactions, open and service accounts, issue debit cards, and handle routine banking tasks while identifying member needs.

You will refer complex cases to product specialists and work to deepen member relationships, aiming to meet service and sales goals within policy guidelines.