Member-Centric Universal Banker & Financial Guide

Together Credit Union; St. Louis (MO); On-site; USD 40,000 - 52,000; Full time

Job summary

Together Credit Union in Missouri is seeking a Personal Service Counselor to deliver a personal service experience built on advocacy, financial guidance, and member relationships that help members achieve their best life. You will handle member transactions, promote credit union products, follow up on loan leads, stay informed on policies, and protect member privacy while working across branches as needed.

This role requires a high school diploma, at least two years of related experience, and

Qualifications

• High school diploma required.
• Minimum 2 years of related professional experience.
• NMLS registration and Notary Public (may be obtained after hire).

Responsibilities

• Engages with members to build relationships, identify financial needs and opportunities, and refer appropriate products and services that are in the best interest of the member.
• Performs financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner, provides supporting documents and proper documentation in member files, as defined by regulatory requirements and savings and lending policies and procedures and the S.A.F.E. Act.
• Maintains responsibility for daily balance of cash drawer.
• Works universally and collaboratively to achieve overall branch objectives.
• Proactively follows up on existing and potential membership appointments and loan leads and promotes the Credit Union to grow the business through outbound calls, community outreach, and networking.
• Researches, troubleshoots, and resolves member inquiries and concerns.
• Maintains current knowledge of Credit Union products and services, procedures, policies, and promotions and integrates them into daily activities and member conversations.
• Protects the Credit Union, all its assets and maintains member privacy by complying with safety, security, and legal and regulatory requirements.

Skills

Interpersonal skills

Communication

Problem solving

Organizational skills

Sales & referral

Education

High school diploma

Job description

Together Credit Union in Missouri is seeking a Personal Service Counselor to deliver a personal service experience built on advocacy, financial guidance, and member relationships that help members achieve their best life. You will handle member transactions, promote credit union products, follow up on loan leads, stay informed on policies, and protect member privacy while working across branches as needed.

This role requires a high school diploma, at least two years of related experience, and