Senior Universal Banker: Relationship & Solutions Expert

Align Credit Union; Lowell (MA); On-site; USD 29,000 - 33,000; Full time

Job summary

Align Credit Union in Lowell seeks a Universal Banker II to cultivate and deepen member relationships through needs-based conversations and proactive service. You will recommend products and services to meet financial goals and handle typical banking transactions with accuracy.

The role emphasizes sales and service excellence, processing requests such as account openings, loans, and notary duties, while adhering to security and compliance guidelines within scope of authority.

Qualifications

• Delivers exceptional member service and understands member financial needs.
• Proactively engages members to deepen relationships.
• Meets or exceeds member service and sales goals.
• Identifies member financial needs and recommends suitable solutions.
• Coordinates with product specialists for wealth, real estate, and lending needs.
• Handles routine banking tasks with accuracy and efficiency.

Responsibilities

• Deliver exceptional service and meet member needs in a timely manner.
• Cultivate long-term member relationships through needs-based conversations.
• Achieve sales and service goals for assigned member base.
• Open accounts, process loans, issue and maintain debit cards and other requests.
• Assist with branch operations: audits, cash handling, ATMs, and daily reconciliations.
• Support supervisors and coach junior staff to improve service and sales results.

Job description

Align Credit Union in Lowell seeks a Universal Banker II to cultivate and deepen member relationships through needs-based conversations and proactive service. You will recommend products and services to meet financial goals and handle typical banking transactions with accuracy.

The role emphasizes sales and service excellence, processing requests such as account openings, loans, and notary duties, while adhering to security and compliance guidelines within scope of authority.