Universal Banker

Provident Credit Union; San Jose (CA); On-site; USD 30,686 - 43,704; Full time

Benefits offered by this job

Medical, dental and vision care

401(k) retirement plan

Tuition reimbursement

Annual discretionary bonus

Paid time off

Flexible spending accounts

Life and AD&D insurance

Travel opportunities

Job summary

Provident Credit Union is seeking a Universal Banker in San Jose to open new products, process transactions, cross-sell products, and deliver exceptional member service.

You will engage with members, participate in community activities, and aim to achieve sales goals while supporting the branch team and training newer staff. The role requires strong communication and financial product knowledge.

Qualifications

• Bachelor’s degree preferred.
• 1+ years in financial services (banking or credit union).
• 1+ years of sales and service experience with proven results.
• Experience making effective outbound telephone calls.
• Experience with Real Estate and Consumer Loans.
• Experience with business banking products and relationships.
• Experience with cash handling/teller transactions/loan funding.

Responsibilities

• Open new products and process transactions.
• Cross-sell products and services and provide member service.
• Interact with current and potential members and generate new business.
• Provide training and support to branch staff.
• Travel to Provident locations as needed.

Skills

Sales & service

Outbound calls

Teamwork

Listening

Written communication

Computer literacy

Education

Bachelor’s degree preferred

NMLS certification within 30 days of hire

Medallion Stamp Certification within 120 days

Tools

Windows

Microsoft Office

Job description

Job Details

Job Location: San Jose, CA 95123
Position Type: Full Time
Salary Range: $27.50 - $27.50 Hourly

Job Summary

The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed.

Why Provident?

Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.

Our values are:

• Listen
• Get Better
• Do What’s Right

Education / Work Experience / Skills / Abilities

• Bachelor’s degree preferred
• 1+ years infinancial services experience in banking or credit union
• 1+ years ofsales and service experience with proven results
• Experience making effective outbound telephone calls
• Experience with Real Estate and Consumer Loans
• Experience with business banking products and relationships
• Experience with cash handling/teller transactions/loan funding
• Experience in working in a team environment and developing relationships
• Excellent listening and speaking skills
• Excellent written communication skills
• Computer literacy skills and proficient in Windows and Microsoft Office

Understand and adhere to BSA and OFAC policy and procedures including:

• CTR requirements
• CIP requirements
• CDD requirements
• OFAC verification requirements
• Reporting suspicious activity
• Maintaining records on negotiable instrument

Licenses/Certifications

• NMLS – National Mortgage Licensing System and Registry to obtain within 30 days of hired
• Medallion Stamp Certification to obtain within 120 days of hired

Travel:

Required to travel to other Provident locations outside of home branch

Required to attend offsite training, meetings, or events

Work Schedule:

Full-time;40 hours a week Monday - Friday 8:30am - 5:30pm & rotational Saturdays 8:45am - 4:15pm

Occasionally work early or late hours, and extended weekend hours

Company Benefits you will enjoy:

• Quality medical, dental and vision care coverage
• 401(k) retirement plan with up to 150% matching employer contributions
• Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses
• Annual discretionary bonus
• Employee referral bonus
• Generous paid time off and paid holidays
• Flexible spending accounts
• Short and long-term disability coverage
• Life and AD&D insurance
• Provident membership
• Rate discount on home, auto loans and personal loans
• Opportunity to use company owned condo in Maui and Lake Tahoe

Compensation

Pay Grade is P1. This position is eligible for our twice a year discretionary bonus.

Targeted Base Pay: $27.50 per hour

Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally.

Provident is an Equal Opportunity Employer

We are a winner of the Bay Area News Group Top Work Place in 2017 - 2026. Check us out on Glassdoor!

Qualifications