Universal Banker

Everwise Credit Union; Indianapolis (IN); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated member service representative to provide exceptional service in a fast-paced environment. This role involves handling financial transactions, maintaining member accounts, and achieving sales goals through effective communication and problem-solving. You'll play a vital part in building relationships with members, ensuring their needs are met while promoting the credit union's diverse range of products. Join a team committed to inclusivity and member satisfaction, where your contributions will help shape the future of financial services.

Qualifications

• Excellent human relation skills for professional member interactions.
• High level of product knowledge and needs-based selling.

Responsibilities

• Provide high-quality service for various financial products.
• Maintain confidentiality and meet sales goals through member interactions.

Skills

Human Relation Skills

Problem Solving

Communication Skills

Product Knowledge

Cash Handling

Education

High School Diploma or GED

Tools

Computer Applications

Job description

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.
• 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.
• 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

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

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