Universal Banker

Everwise Credit Union; Washington; On-site; USD 22,000 - 31,000; Full time

Job summary

Everwise Credit Union in Washington state seeks a friendly Customer Service/Member Services role to provide high quality service across financial products and services. You will assist with cash handling, account maintenance, new accounts, ITM transactions, and support for the Member Contact Center while promoting credit union offerings.

The ideal candidate has strong communication skills, can meet sales referrals, protect member information, and work in a fast-paced environment.

Qualifications

• Excellent human relation skills for professional member interactions.
• Ability to problem solve with empathy while addressing member needs.
• Strong knowledge of Everwise CREDIT UNION products and needs-based selling.
• Proficient cash handling skills.
• Ability to work in a fast-paced, diverse environment.
• General computer proficiency across common applications.
• Ability to lift to 15 pounds when moving coin bags/boxes.

Responsibilities

• Maintains a high level of member service per service expectations.
• Performs cash handling, financial transactions, account maintenance and ITM operations.
• Maintains confidentiality of member information at all times.
• Meets referral and sales goals by promoting products or directing members to appropriate partners.
• Assists in outbound calls, updating prospect lists and following up with members.
• May perform additional retail duties such as drawer audits, vault duties, or account maintenance.
• Complies with Check Cashing, Cash Control and Transaction limits policies.
• Participates in special projects to support growth and member satisfaction.
• Solves problems through research and follow-up to ensure member satisfaction.
• Takes on additional duties as assigned to support growth of the credit union.

Skills

Excellent interpersonal skills

Problem solving with empathy

Product knowledge - financials

Cash handling

Fast-paced environment

Computer applications

Lifting up to 15 pounds

Education

High School Diploma, GED or equivalent

Job description

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.

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.