Universal Banker

Arise Financial; Canton (MA); On-site; USD 31,000 - 33,000; Full time

Benefits offered by this job

Great place to work

Competitive pay

Bonus potential

Benefits package (health/dental/vision

401(k) with employer match

Paid time off

Tuition reimbursement

Career development

Meaningful work

Job summary

Arise Financial in Canton, MA is seeking a Member Experience Specialist II (Universal Banker II) to elevate member service, handle complex accounts, and support lending opportunities. You will assist with online and mobile banking questions, open diverse account types, and help connect members with lending partners.

The role requires 1–2 years in branch banking or similar, Notary certification, and strong attention to detail.

Qualifications

• 1–2 years of branch, retail financial services, or related experience.
• Previous senior teller, universal banker, lead, or similar experience preferred.
• Notary Public certification required or the ability to obtain certification within the designated timeframe.
• Credit union experience strongly preferred.
• Working knowledge of regulatory and compliance requirements (BSA, Reg CC, Reg E).
• Strong attention to detail, risk awareness, and accuracy.
• Strong communication, interpersonal, and problem‑solving skills.
• Ability to manage multiple priorities in a fast‑paced branch environment.
• Consultative approach to identifying member needs and recommending appropriate financial solutions.

Responsibilities

• Welcome members and provide knowledgeable, personalized service across a variety of financial needs.
• Open and maintain new business accounts, share certificates, IRAs, and specialty products.
• Initiate consumer loan applications and identify and refer residential and commercial lending opportunities.
• Obtain and maintain NMLS registration as required for Home Equity product discussions and funding.
• Assist members with online and mobile banking troubleshooting and digital banking questions.
• Provide credit card maintenance and support.
• Process routine transactions, including deposits, withdrawals, transfers, and payments.
• Complete account maintenance, including address changes, card disputes, stop payments, and other member requests.
• Balance cash drawers daily and maintain accurate transaction, account, and loan records.
• Support branch operations and dual‑control activities as needed.
• Follow security, compliance, fraud‑prevention, and operational procedures.
• Serve as a resource and support the training and development of new team members.

Education

Notary Public certification

Job description

There's never been a more exciting time to join us! We're launching a new brand and a new name Arise Financial(formerly known as Rockland Federal Credit Union) with a bold vision for the future—one built on innovation, technology, and a commitment to helping people live more and worry less.

For more than a century, we've believed that banking is about putting people first. We're building on that legacy while embracing new ideas and creating an even better experience for both our employees and the members and communities we serve.

If you're looking for a place where you can grow, make an impact, and help shape what's next, we'd love to hear from you.

Why You'll Love Working Here

• Certified Great Place to Work
• Competitive pay
• Annual incentive/bonus potential
• Comprehensive benefits package includinghealth, dental, vision, life, and AD&D
• 401(k) plan with employer match
• Generous paid time off and holidays
• Tuition reimbursement and professional development opportunities
• Opportunities for professional growth and career development
• Meaningful work that positively impacts our members and communities

About the Role

As a Member Experience Specialist II (Universal Banker II), you’ll take your member service expertise to the next level by handling more complex account needs, lending support, and product solutions. You’ll help members open and manage a wide range of accounts, initiate consumer loan applications, troubleshoot digital banking questions, and connect members with the right lending partners. You’ll also serve as a resource to newer team members while helping the branch deliver a seamless, member‑first experience.

What You'll Do

• Welcome members and provide knowledgeable, personalized service across a variety of financial needs.
• Open and maintain new business accounts, share certificates, IRAs, and specialty products.
• Initiate consumer loan applications and identify and refer residential and commercial lending opportunities.
• Obtain and maintain NMLS registration as required for Home Equity product discussions and funding.
• Assist members with online and mobile banking troubleshooting and digital banking questions.
• Provide credit card maintenance and support.
• Process routine transactions, including deposits, withdrawals, transfers, and payments.
• Complete account maintenance, including address changes, card disputes, stop payments, and other member requests.
• Have needs‑based conversations to identify and recommend products and services that benefit members.
• Balance cash drawers daily and maintain accurate transaction, account, and loan records.
• Support branch operations and dual‑control activities as needed.
• Follow established security, compliance, fraud‑prevention, and operational procedures.
• Serve as a resource and support the training and development of new team members..

What We're Looking For

• 1–2 years of branch, retail financial services, or related experience.
• Previous senior teller, universal banker, lead, or similar experience preferred.
• Notary Public certification required or the ability to obtain certification within the designated timeframe.
• Credit union experience strongly preferred.
• Working knowledge of applicable regulatory and compliance requirements, including BSA, Reg CC, and Reg E.
• Strong attention to detail, risk awareness, and accuracy.
• Strong communication, interpersonal, and problem‑solving skills.
• Ability to manage multiple priorities in a fast‑paced branch environment.
• Consultative approach to identifying member needs and recommending appropriate financial solutions.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated

against on the basis of disability.

In alignment with our commitment to pay transparency, we're pleased to share that the base range for this position is $22.50 - $24.00 per hour, excluding fringe benefits or potential incentives. If you're hired, your final base pay will be determined based on factors such as skills, education, and experience. We also take pay equity seriously and consider the internal equity of our current team members as part of any final offer.

At this time, the Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply: “The Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, we will not provide sponsorship for the candidate to work in the United States.

This job posting is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements.