Universal Banker: Elevate Member Service & Growth

EVERWISE CREDIT UNION

New Albany (IN)

On-site

USD 22,000 - 31,000

Full time

14 days+
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Job summary

EVERWISE CREDIT UNION is seeking a member-centric associate to deliver high-quality service across financial products and services. You will focus on building relationships, handling cash, and supporting wallet-share growth through knowledgeable product recommendations and referrals.

The role requires confidentiality, accuracy, and the ability to operate in a fast-paced team environment while following credit union policies and procedures.

Qualifications

  • Must have a high school diploma or equivalent and retail or cash handling experience preferred.
  • Strong communication skills and ability to build member relationships.
  • Knowledge of credit union products and sales skills are a plus.

Responsibilities

  • Provide high quality service for a broad range of financial services.
  • Sell and service credit union products; expand wallet share.
  • Maintain confidentiality of member information.
  • Assist with outbound calls and prospect follow-up campaigns.
  • Support cash handling, account maintenance, and ITM operations as needed.
  • Adhere to cash control and transaction policies; participate in audits.

Skills

Customer service excellence
Cash handling
Communication (verbal/written)
Problem solving
Relationship building
Product knowledge
Teamwork in fast-paced environment

Education

High School Diploma or GED

Tools

General computer applications

Job description

EVERWISE CREDIT UNION is seeking a member-centric associate to deliver high-quality service across financial products and services. You will focus on building relationships, handling cash, and supporting wallet-share growth through knowledgeable product recommendations and referrals.

The role requires confidentiality, accuracy, and the ability to operate in a fast-paced team environment while following credit union policies and procedures.

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