Universal Banker

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

Job summary

Everwise Credit Union in Rochester, Indiana, seeks a customer-focused team member to provide high-quality service across general financial services and to promote credit union products.

This role emphasizes building relationships, maintaining confidentiality, handling cash, and supporting outbound member outreach. You will assist with new accounts, in-branch transactions, and daily operations while meeting referral and sales goals.

Qualifications

• High school diploma or GED required.
• Six months of retail or financial services experience preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Deliver high-quality member service on a wide range of financial products.
• Assist with sales referrals and promote credit union products.
• Handle cash accurately and maintain confidentiality.
• Support outbound member outreach and follow-up campaigns.
• Assist in drawer audits and account maintenance as needed.

Skills

Customer service

Communication

Problem solving

Cash handling

Sales

Confidentiality

Multitasking

Computer skills

Education

High School Diploma or GED

Tools

MS Office

Cash register system

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.