Universal Banker

Wings Financial Credit Union; Apple Valley (MN); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated member service representative to enhance member relationships and provide exceptional service. This role involves assisting members with account management, educating them on financial products, and exceeding sales goals. Ideal candidates will have a strong sales background, excellent communication skills, and a commitment to member success. Join a supportive team that values community involvement and offers comprehensive benefits, including a generous 401(k) match and health insurance. If you're passionate about helping others achieve financial success, this is the opportunity for you.

Benefits

Generous 401(k) match

Health insurance

Dental insurance

Vision insurance

Disability insurance

Paid time off

Tuition reimbursement

Parental leave

Qualifications

• High School diploma required; some college preferred.
• Sales experience and member service or retail banking experience preferred.

Responsibilities

• Assist members with requests related to opening accounts and service requests.
• Build trust through engagement, education, and a consultative approach.
• Consistently exceed sales goals while maintaining excellent service.

Skills

Sales experience

Member service

Cash handling

Organizational skills

Problem-solving

Education

High School diploma

Some college

Tools

MS Office

Job description

PRIMARY PURPOSE: This position is responsible for acquiring, expanding, and enriching current and future member relationships by assisting and educating members in opening and managing their accounts and finances, building long-term relationships, and cross-selling the products and services that will help them be financially successful. Providing personalized, professional service to all members in an exceptional manner, and seeking out opportunities for additional business.

Schedule: Monday-Friday 11:00am-5:30pm, Saturday 8:30am-1:30pm (up to 3 Saturdays per month).

Pay Range: $22.25-$23.50/hr plus incentives and a 3% annual target bonus. Final offers depend on skill set, experience, location, qualifications, and other factors.

ESSENTIAL FUNCTIONS include:

1. Assist members with requests related to opening accounts, service requests, and credit applications.
2. Educate members on products and services, cross-sell, and make qualified referrals for loans, deposits, and fees.
3. Build trust through engagement, education, open-ended questions, listening, and a consultative approach.
4. Provide notarial services, including witnessing, authenticating documents, and verifying identity.
5. Maintain a sales pipeline by collecting contact information and scheduling follow-ups.
6. Refer members to financial experts when needed.
7. Diagnose and research moderately complex member issues, collaborating with other departments for resolution.
8. Consistently exceed sales goals.
9. Assist members with fraud, deceased accounts, retirement services, account maintenance, and other needs, ensuring excellent service.
10. Support community involvement through events.
11. Stay current on promotions, participate in contests and activities.
12. Follow risk and compliance policies to safeguard assets and privacy.
13. Support diversity and inclusion initiatives.
14. Provide support to other teams, which may require travel.
15. Perform additional duties as needed.

QUALIFICATIONS:

• High School diploma required; some college preferred.
• Sales experience and member service or retail banking experience preferred.
• Cash handling and banking regulations knowledge preferred.
• Ability to recommend financial products to improve members' financial positions.
• Ability to work efficiently in a fast-paced environment while maintaining quality service.
• Excellent member service skills with a member-focused mindset.
• Proficiency with MS Office and office equipment.
• Comfortable with self-service technology.
• Strong organizational skills, detail-oriented, with integrity.
• Positive problem-solving attitude.
• Punctuality and willingness to work overtime as needed.
• Must obtain or possess a Mortgage Loan Originator (MLO) qualifier (NMLS registration). Must complete all MLO requirements, including background checks and fingerprinting.
• Notary license required upon hire.
• Bondable.

Reasonable accommodations may be made for individuals with disabilities.

BENEFITS include:

• Generous 401(k) match and discretionary profit sharing.
• Health, dental, vision, and life insurance.
• Disability insurance and Health Savings Account with company contributions.
• Employee Assistance Program, paid time off, holidays, tuition reimbursement, and parental leave.

Equal Opportunity Employer. For more information, review the Know Your Rights notice from the Department of Labor.