Member Financial Advisor - Universal Banker

Cobalt Credit Union; Council Bluffs (IA); On-site; USD 22,000 - 33,000; Full time

Job summary

Cobalt Credit Union - Council Bluffs Super Saver Branch is seeking a Universal Banker to advise members on financial goals, answer questions, open Credit Union products, and assist with lending decisions. The role emphasizes building long-term member relationships and delivering strong customer service in a fast-paced environment.

The position requires a high school diploma or GED, at least two years in a financial setting, and proven cash handling and sales experience.

Qualifications

• High School diploma or GED required.
• 2 years of prior experience in a financial institution is required.
• 2 years of cash handling, sales and customer service experience is required.
• Ability to interview members to determine financial service, lending, business needs.
• Ability to work effectively in a fast-paced, team-oriented environment while managing multiple priorities.

Responsibilities

• Advise members on how to achieve their financial goals.
• Answer member questions, recommend and open Credit Union products and services and make credit decisions on lending.
• Build long term relationships with members to meet established goals.

Skills

Customer service

Cash handling

Sales

Interpersonal skills

Job description

Cobalt Credit Union - Council Bluffs Super Saver Branch is seeking a Universal Banker to advise members on financial goals, answer questions, open Credit Union products, and assist with lending decisions. The role emphasizes building long-term member relationships and delivering strong customer service in a fast-paced environment.

The position requires a high school diploma or GED, at least two years in a financial setting, and proven cash handling and sales experience.