Member-Driven Universal Banker I: Service & Growth

GreyMatter IT; 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 and manage transactions at the Framingham branch. You will engage customers with a consultative sales and service approach, handling account openings, debit card issuances, and routine transactions while strengthening member relationships.

The role emphasizes meeting branch goals, maintaining compliance with BSA, OFAC, and internal policies, and continuously expanding knowledge to offer suitable financial

Qualifications

• Strong customer service mindset.
• Ability to cross-sell financial products.
• Knowledge of banking compliance basics.

Responsibilities

• Process sales, servicing, and banking transactions.
• Open accounts and issue debit cards.
• Refer customers to product specialists for wealth, real estate, or lending.
• Build and maintain member relationships throughout life cycle.
• Achieve sales and service goals.
• Ensure compliance with BSA, OFAC and policies.

Skills

Customer service

Sales ability

Banking ops

Compliance

Communication

Job description

Align Credit Union is seeking a Universal Banker I to deliver exceptional member service and manage transactions at the Framingham branch. You will engage customers with a consultative sales and service approach, handling account openings, debit card issuances, and routine transactions while strengthening member relationships.

The role emphasizes meeting branch goals, maintaining compliance with BSA, OFAC, and internal policies, and continuously expanding knowledge to offer suitable financial