Universal Banker

Everwise Credit Union; Indianapolis, Northern (IN, KY); Hybrid; USD 22,000 - 31,000; Part time

Benefits offered by this job

Equal opportunity employer

Job summary

Everwise Credit Union is seeking a part-time Universal Banker to deliver high-quality service at our Indianapolis, IN branch. You will handle cash transactions, open new accounts, and support ITM operations while promoting credit union products to meet member needs.

In this role you will build relationships, achieve referral and sales goals, and participate in routine outreach to members. The position requires strong communication, discretion with confidential information, and a proactive

Qualifications

• Six months of retail sales or cash handling experience preferred.
• Ability to lift up to 15 pounds for coin bags and boxes of rolled coin.
• Excellent customer service and needs-based selling skills.
• Strong confidentiality and security awareness.

Responsibilities

• Provide high-quality member service with accuracy and timeliness.
• Handle cash transactions and basic account maintenance.
• Open new accounts and support ITM operations.
• Promote credit union products to meet member needs and refer to partners as appropriate.
• Assist in outbound call efforts and follow-up with members and prospects.
• Participate in occasional vault duties and drawer audits as assigned.

Skills

Human relations

Communication skills

Cash handling

Needs-based selling

Problem solving

Product knowledge

Computer literacy

Education

High School Diploma, GED or equivalent

Tools

ITM (Interactive Teller Machine)

Job description

## Universal BankerApply: On-Site: Indianapolis, Indiana 46219 - Post Road: Part time: Posted Yesterday: R-100665**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 preferredBase 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.