Universal Banker

Everwise Credit Union; Huntington (IN); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

None

Job summary

Everwise Credit Union in Huntington, IN seeks a member service professional to deliver high quality financial service, support a broad range of products, and grow wallet share by building trusted relationships with members.

You will perform cash handling, transactions, account maintenance, open new accounts, operate an ITM, back up MCC, and uphold confidentiality while pursuing referral and sales goals.

Qualifications

• Excellent interpersonal and communication skills.
• Strong problem-solving and empathy.
• In-depth knowledge of Everwise Credit Union products and needs-based selling.
• Cash handling proficiency.
• Ability to work in a fast-paced, diverse environment.
• Basic computer skills.
• Ability to lift up to 15 pounds.

Responsibilities

• Provide high level member service in line with service expectations.
• Perform cash handling, financial transactions, account maintenance, open new accounts, operate an ITM, and support MCC.
• Maintain confidentiality of member information.
• Meet or exceed referral and sales goals by promoting products or referring to partners.
• Assist with outbound calls and prospect follow-ups.
• May perform additional retail duties including drawer audits and vault duties.
• Comply with Check Cashing, Cash Control and Transaction Approval Limits policies.
• Volunteer for special projects as assigned.
• Solve problems through research and follow up to ensure member satisfaction.
• Assume additional duties as needed.

Skills

Interpersonal skills

Problem solving

Product knowledge

Cash handling

Fast-paced environment

Computer skills

Light lifting

Education

High School Diploma or GED

Job description

Position Summary:

Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share.

Primary Responsibilities and Duties:

• Maintains a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations.
• This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
• Responsible for maintaining a high level of confidentiality about member account information.
• Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
• Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
• May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties.
• Comply with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc.
• Volunteers for special projects within the scope of job responsibilities.
• Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
• Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.

Knowledge/Skills:

• Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
• Ability to proactively problem solve by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION.
• High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling.
• Proficient cash handling skills.
• Ability to work in a fast-paced diverse and universal environment.
• Practical application and general understanding of various computer applications
• Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin.

Minimum Requirements:

• High School Diploma, GED or equivalent certification.
• Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred

Base pay: Starting at $19.25/hour.

Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.