Travel Universal Banker

EVERWISE CREDIT UNION; Wyoming; On-site; USD 10,000 - 60,000; Full time

Job summary

Everwise Credit Union seeks a Member Service Representative to deliver exceptional financial services and build member relationships. The role involves cash handling, account management, and promoting products across multiple locations. Ideal candidates possess strong communication skills and retail experience. Compensation starts at $19.25/hour with a travel premium.

Qualifications

• Excellent interpersonal, problem-solving, and communication skills.
• Proficient in handling cash and retail transactions.
• Experience in service-oriented retail environments preferred.

Responsibilities

• Perform member service functions including cash handling and transaction processing.
• Meet sales goals and promote Credit Union products to members.
• Assist in call campaigns and resolve member issues.

Skills

Interpersonal skills

Problem-solving

Needs-based selling

Computer proficiency

Education

High School Diploma or GED

Job description

Responsible for providing high-quality service across a wide range of general financial services. This role involves sales and servicing of all credit union products and services, with a focus on building relationships and expanding EVERWISE CREDIT UNION’s wallet share. The employee will float between designated service centers and support multiple branch locations as needed.

This position supports Everwise branches in the following markets: Avon, Greencastle, Crawfordsville, Park 100, and Pike Plaza.

Primary Responsibilities and Duties:

• Maintain a high level of membership in accordance with the EVERWISE CREDIT UNION Service Expectations.
• Perform a variety of member service functions accurately and timely, including cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine), and supporting MCC (Member Contact Center).
• Maintain confidentiality regarding member account information.
• Meet or exceed referral and sales goals by identifying member needs, asking open-ended questions, promoting products, or referring members to appropriate partners.
• Assist in outbound calling efforts, including updating prospect lists, following up with members, and participating in call campaigns.
• Perform additional retail functions such as drawer audits, member account maintenance, and vault duties as needed.
• Comply with policies related to check cashing, cash control, and transaction approvals, including regulations like Reg CC, SAR, CTR, Check handling, Reg D, BSA, etc.
• Volunteer for special projects within the scope of responsibilities.
• Resolve problems through research, open-ended questions, and follow-up to ensure member satisfaction.
• Perform additional duties as assigned by supervisors to support the growth and development of the Credit Union.

Knowledge/Skills:

• Excellent interpersonal skills, including listening and communication skills, to interact professionally with members.
• Ability to proactively solve problems with concern and empathy, seeking solutions in the best interest of members and the credit union.
• Strong product knowledge and needs-based selling skills.
• Ability to work efficiently in a fast-paced, diverse environment.
• Proficiency with computer applications.
• Ability to lift up to 15 pounds occasionally.
• High School Diploma, GED, or equivalent.
• Six months of retail sales and/or cash handling experience or equivalent preferred.

Base pay: Starting at $19.25/hour plus a $1.50/hour travel premium. Pay depends on experience and skills.

Everwise is an equal opportunity employer committed to inclusivity.