Universal Banker I

GreyMatter IT; Framingham (MA); On-site; USD 28,000 - 32,000; Full time

Job summary

Align Credit Union is seeking a Universal Banker I to deliver exceptional member service and manage transactions at the Framingham branch. You will engage customers with a consultative sales and service approach, handling account openings, debit card issuances, and routine transactions while strengthening member relationships.

The role emphasizes meeting branch goals, maintaining compliance with BSA, OFAC, and internal policies, and continuously expanding knowledge to offer suitable financial

Qualifications

• Strong customer service mindset.
• Ability to cross-sell financial products.
• Knowledge of banking compliance basics.

Responsibilities

• Process sales, servicing, and banking transactions.
• Open accounts and issue debit cards.
• Refer customers to product specialists for wealth, real estate, or lending.
• Build and maintain member relationships throughout life cycle.
• Achieve sales and service goals.
• Ensure compliance with BSA, OFAC and policies.

Skills

Customer service

Sales ability

Banking ops

Compliance

Communication

Job description

The Universal Banker I provides exceptional member service by cultivating, maintaining, and enhancing lasting relationships with existing and prospective members. The Universal Banker I is responsible for processing transactions, as well as member service responsibilities. The Universal Banker I helps members to understand and address their financial needs by utilizing a consultative sales and service approach. Performs functions to provide the highest level of service and responsiveness to member service by the credit union, within scope of authority and expertise.

Essential Functions & Responsibilities

Consistently executes appropriate behaviors in accordance with Align's values and member service standards to deliver an exceptional member experience in the branch.

Accurately process all sales, servicing, banking transactions and operational tasks. Follows all credit union security and compliance policies and procedures, including the Employee Accuracy Policy.

Completes all member requests including, account opening, servicing requests, issuing debit cards, and routine bank transactions. (deposits, withdrawals, check cashing, loan payments, etc.)

Recommends appropriate solutions to meet member needs. When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs. This includes wealth management, real estate, and commercial lending.

Acquires and maintains member relationships over the entire life cycle of the member by identifying and understanding their financial needs.

Achieves all assigned member service and sales goals.

Enhances knowledge of the credit union's products and services to promote opportunities to introduce members to all alternative options.

Identifies the financial needs of each member served.

Assists with branch operational tasks such as cash settlements, ATMs, and cash recyclers, for dual control purposes,

Develops and deepens member relationships by taking ownership to resolve members issues efficiently.

Adheres to Align Credit Union's policies and procedures. Responsible for compliance with the following regulations: BSA, OFAC, and other regulations, as require

Continuously increase knowledge and skills through self-motivation, formal education, seminars, and in-house training.

Role

At Align Credit Union, we believe in pay transparency and are committed to providing our employees and candidates with access to information about our compensation practices. The expected base pay rate offered for this role is $20.00 - $23.00 per hour. Compensation may vary based on relevant experience, skills, competencies, and certifications

Fluctuating schedule Monday-Friday 8:15AM-5:00PM and Saturdays 8:45AM-12:30PM

40 hours per week