Universal Banker — Sales, Service & Growth Leader

Provident Credit Union; San Mateo (CA); On-site; USD 31,000 - 45,000; Full time

Benefits offered by this job

Quality medical, dental and vision

401(k) retirement plan with matching

Tuition reimbursement

Annual bonus

Paid time off

Disability and life insurance

Employee discount

Job summary

Provident Credit Union in San Mateo, CA is hiring a Universal Banker. This is a full-time sales and service role focusing on opening new products, processing transactions, cross-selling, and delivering exceptional member service.

The Universal Banker will engage with current and prospective members, contribute to business development, and provide training and leadership to branch staff under supervision. The position offers a competitive hourly wage and comprehensive benefits.

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.

Responsibilities

• Open new products and process transactions with accuracy.
• Cross-sell products and services while delivering exceptional member service.
• Proactively interacts with current and potential members and participates in business development.
• Provide training, leadership and support to branch staff under supervision.

Skills

Sales experience

Customer service

Outbound calls

Cross-selling

Financial services

Education

Bachelor’s degree preferred

Tools

Windows

Microsoft Office

Job description

Provident Credit Union in San Mateo, CA is hiring a Universal Banker. This is a full-time sales and service role focusing on opening new products, processing transactions, cross-selling, and delivering exceptional member service.

The Universal Banker will engage with current and prospective members, contribute to business development, and provide training and leadership to branch staff under supervision. The position offers a competitive hourly wage and comprehensive benefits.