Universal Banker

Ent Credit Union

Coon Rapids (IA)

Presencial

USD 31 000 - 32 000

Tempo integral

Há 9 dias

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Vantagens oferecidas por esta oferta de emprego

Generous 401(k) match
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
HSA with company contribution
Paid Vacation and Holidays
Tuition Reimbursement
Paid Parental Leave

Resumo da oferta

Ent Credit Union seeks a member-focused service advisor to assist with deposits, account openings, and service requests while actively cross-selling financial products. The role emphasizes building long-term member relationships and ensuring high-quality service.

Notary responsibilities and Mortgage Loan Originator qualifications are required, with opportunities to collaborate across departments and participate in community events.

Qualificações

  • Proven sales skills and 1 year member service or retail banking experience preferred.
  • Excellent member service skills with a member-focused mindset.
  • Ability to work efficiently in a fast-paced and sometimes stressful environment while maintaining quality of service.
  • Notary license required upon hire; Mortgage Loan Originator qualifier (NMLS) required; background checks and fingerprinting may apply.

Responsabilidades

  • Assist members with deposits, withdrawals, and opening new accounts.
  • Cross-sell products and services and refer for loan or fee income opportunities.
  • Build trust with members through consultative engagement and follow-ups.
  • Maintain a healthy sales pipeline and schedule follow-ups for member engagement.
  • Provide notarial services and support branches in community events.

Conhecimentos

Sales experience
Member service
Communication skills
Notary knowledge
MLO qualifier
MS Office

Formação académica

High School diploma
Some college

Ferramentas

MS Office

Descrição da oferta de emprego

Company Description

Ent Credit Union and Wings Credit Union joined forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more - empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership. Join us during this transformative time and be part of shaping the future of banking! To learn more about the merger,

Job Description

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.

Hours: Monday-Friday 8:45am-5:15pm, and every other Saturday 8:45am-1:15pm.

Essential Functions:
  • Assist members with basic requests related to deposits, withdrawals, check cashing, opening new accounts, completing service requests, and submitting credit applications.
  • Proactively educate members on the features and benefit of the Credit Union’s products and services and actively cross sell and make qualified referrals for additional appropriate loan, deposit and fee income products and services.
  • Establish trust and lasting relationships with members by building a personal connection through engagement, education, asking open-ended questions, listening, and having a consultative approach.
  • Maintain a healthy sales pipeline by collecting member contact information and scheduling follow-ups for individuals who have a further need for engagement.
  • Refer members to financial experts, as needed (e.g First Mortgage and Financial advisors).
  • Properly diagnose and perform research to resolve moderately complex member issues including communicating with other departments for issue resolution.
  • Consistently exceeds established sales goals.
  • Assist, serve, and follow up as necessary with members who have fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types to meet their continued needs and provide exceptional service.
  • Responsible for providing notarial services to members, including witnessing and authenticating documents and verifying members identity.
  • Support the branch community by being involved in Wings sponsored events and/or community events.
  • Stay current on all Wings promotions and participates in contests and activities to support the goals.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our members’ assets, maintain their privacy, and act in their best interest.
  • Provide support to other teams within Retail Delivery, if needed, which may require travel.
  • Perform additional responsibilities as assigned to meet business needs.
Qualifications
  • High School diploma, required, some college, preferred.
  • Proven sales skills and 1 year member service or retail banking experience, preferred.
  • Cash handling experience, preferred.
  • Knowledge of banking and/or credit union regulations, preferred.
  • Experience recommending products and plans to improve a member’s financial position, preferred.
  • Ability to work efficiently in a fast-paced and sometimes stressful environment while having the desire to maintain quality of service.
  • Excellent member service skills with a member focused mindset.
  • Acts as part of a cohesive team, demonstrating excellent people skills and the ability to interact positively with other employees.
  • Proficient with MS Office products and general office equipment.
  • Comfortable and confident with self-service technology.
  • Good organizational skills, detail oriented with strong emphasis on accuracy and integrity.
  • Ability to maintain composure, and problem solve with a positive solutions-oriented mindset.
  • Excellent verbal and non-verbal communication skills.
  • Required to obtain or possess a Mortgage Loan Originator (“MLO”) unique qualifier (NMLS registration number). Must have the ability to successfully complete all MLO Registry requirements, including passing background and credits checks and submitting to fingerprinting and to any other requirements of the rules enacted pursuant to the S.A.F.E. Act.
  • Notary license required upon hire.
Additional Information

Pay Range: $22.25-$23.50/hr plus incentives and 3% annual target bonus.

The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

BENEFITS:
  • Generous 401(k) match
  • 401k Discretionary Profit Sharing
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short Term and Long Term Disability
  • Health Savings Account with company contribution
  • Employee Assistance Program
  • Paid Vacation, Sick, Floating Holidays and Volunteer Time Off
  • Paid Holidays
  • Tuition Reimbursement
  • Paid Parental Leave
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