Universal Banker Sunwest Credit Union

Fremont Economic Development Corporation; Colorado; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Vision insurance

Job summary

A community-focused financial institution in Colorado seeks a motivated individual to enhance customer relationships, assist with financial services, and process loans effectively. The ideal candidate has at least two years of experience in the financial services industry, superior communication skills, and a proven track record in cash handling and consumer sales. Join a supportive work environment that values personal growth and innovation, with opportunities for incentives based on performance.

Qualifications

• 2+ years experience in the Financial Services Industry required.
• 1+ year experience in cash handling and customer service required.
• Strong verbal and written communication skills are essential.

Responsibilities

• Develop customer relationships and track services offered.
• Assist members with transactions and processing loans.
• Participate in community activities to acquire new members.

Skills

Customer relationship management

Cash handling

Sales experience

Communication skills

Decision making

Education

High School Diploma

Associate's Degree

Tools

Microsoft Office

Job description

Provides financial service to members through conducting transactions, opening new accounts, receives checks and cash for deposit, assist customers with withdrawals. Assists with balancing ATMs, vault, and night deposit. Assist member in processing cashier's checks, money orders and travel card transactions. Primarily working with members to resolve fraud issues that may arise in their account. Assure member understanding of their accounts. Resolve issues that members face by taking ownership of issues and working them through completion as their advocate. Resolutions may include member training, system-based resolutions, additional products, and sometimes just offering the member a sympathetic ear. Assist members in applying for loans, making loan decisions or presenting loans for decisions, and processing loans through completion. Candidates should have a proven history of helping people find the best solutions to meet their specific needs. Candidates should also have a history of maximizing every member contact, ensuring that members have access to all services, are aware of services that will benefit them, and are satisfied with the services that we provide.

What you will do

• Develops customer relationships by tracking current services; understanding customer financial goals; matching customer goals with credit union products and services; cross-selling services; partnering with other credit union associates.
• Supports members by performing transactions on member accounts as needed.
• Qualifies customer loans by interviewing and evaluating applicants; completing consumer loan applications; referring commercial loans.
• Contributes to personal banking and credit union success by welcoming related, different, and new requests; helping others accomplish job results.
• Acquires new customer relationships by sourcing and meeting potential members; participating in community activities; explaining and selling credit union products and services.
• Meets sales objectives by participating in sales meetings; analyzing sales goals; developing sales targets; measuring and tracking sales results; participating in promotions; following sales management process.
• Ensures compliance with credit union policies and government regulations by maintaining files; following internal audit, loan review, branch operations, and collection procedures.
• Support special projects by completing assigned tasks in a timely manner. May work a rotating Saturday schedule depending on job location.
• Participates as a team member with other employees in branch operational duties on a daily basis.

Qualifications

• High School Diploma is required, and Associate's Degree is preferred
• 2 years or more experience in the Financial Services Industry
• 1 year or more Cash Handling
• 1 year or more Consumer Sales Experience
• Talking to others to convey information effectively.
• Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Using mathematics to solve problems.
• Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Actively looking for ways to help people.
• Being aware of others' reactions and understanding why they react as they do.
• Excellent verbal and written communication skills.
• Strong decision making and interpersonal skills.
• Strong commitment to personal growth, learning, and success.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products and our core system.
• Maintains key working knowledge of all credit union products.
• Ability to access procedures on a computer screen and follow them exactly.
• Strong attention to detail.
• Strong ability to comply with policies and procedures.
• Able to obtain NMLS Certification.
• Able to obtain or currently possesses Notary.

Our people are passionate about what they do, the products they sell, and the customers they serve and can receive incentives based on production goals. If you're looking for an opportunity to be a part of a work family that values collaboration, innovation and dedication, we're the right company for you.

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical Setting

• Office

Schedule

• 8 hour shift
• Monday to Friday

Education

• High school or equivalent (Required)

Experience

• Financial Service Industry: 2 years (Required)
• Cash Handling: 1 year (Required)
• Customer Service: 1 year (Required)

Disclaimer: The duties and responsibilities described above are not a comprehensive list and additional tasks may be assigned to the employee, time to time; the scope of the job may change as necessitated by business demands. Click “View Application” below for more detail on this specific job.