Universal Representative

Meridian-Trust-Federal-Credit-Union; Alliance (NE); On-site; USD 38,000 - 62,000; Full time

Benefits offered by this job

Competitive benefits package

Employer-paid life insurance

401k with employer match

Paid holidays and paid time off

Flexible spending accounts

Job summary

Meridian Trust in Alliance, NE is seeking a Universal Representative to be at the heart of member interactions. You will identify needs, offer financial solutions, and guide members through everyday banking with a consultative approach.

The role emphasizes service, accuracy, and relationship building within a collaborative team, with opportunities to grow across deposits, lending, and financial services while contributing to the communities we serve.

Qualifications

• Previous lending or financial institution experience is required.
• Strong communication and customer service skills are essential.
• Ability to explain financial concepts clearly to members.

Responsibilities

• Create strong member relationships by identifying needs and matching them with the right financial solutions
• Assist with day-to-day transactions while delivering fast, friendly, and accurate service
• Open and maintain accounts, ensuring a seamless and personalized member experience
• Educate members on account options, loan criteria, interest rates, and required documentation
• Take a consultative, solutions-focused approach to every interaction

Skills

Customer service

Detail oriented

Communication skills

Relationship building

Job description

At Meridian Trust, we believe in helping our members—and our employees—Pursue Their Possible. We’re more than just a financial institution; we’re a team driven by curiosity, optimism, and a commitment to making a difference.

As part of our team, you’ll enjoy:

• A dynamic and supportive work environment
• Competitive pay and comprehensive benefits including medical, dental, vision, 401k with employer match, employer-paid life insurance, paid holidays and paid time off, and flexible spending accounts
• Opportunities for growth and career development
• A culture that values innovation, teamwork, and service
• The chance to make a real impact in the communities we serve

We take pride in being an active part of the community, supporting local events, charities, and initiatives that help people thrive. If you're looking for a career where you can grow, contribute, and be inspired every day, we’d love to meet you!

Are you a detail-oriented and customer-focused professional with a passion for helping individuals achieve their financial goals? Join our team as a Universal Representativeand make a positive impact on members' lives while advancing your career in the dynamic financial services industry.

At Meridian Trust, you’re more than just an employee—you’re part of a team dedicated to delivering best-in-class financial experiencesthat truly make a difference for our members.

As a Universal Representative, you will be at the heart of every member interaction, building meaningful relationships and guiding individuals toward financial success. In this role, you’ll do more than process transactions—you’ll discover needs, offer solutions, and create confidenceevery step of the way.

What You’ll Do:

• Create strong member relationships by identifying needs and matching them with the right financial solutions
• Assist with day-to-day transactions while delivering fast, friendly, and accurate service
• Open and maintain accounts, ensuring each member’s experience is seamless and personalized
• Educate members on account options, loan alternatives, credit criteria, interest rates, and required documentation—making complex topics easy to understand
• Take a consultative, solutions-focused approach to every interaction

What Sets You Apart:

• You lead with a member-first mindset, always focused on helping others succeed
• You communicate clearly and confidently, building trust with every interaction
• You don’t just say “not today”—you provide a clear path forward, helping members understand how they can achieve their financial goals

Why Meridian Trust?

• You’ll be part of a collaborative, high-performing team
• You’ll have opportunities to grow your knowledge across deposits, lending, and financial services
• You’ll make a real impact in the communities we serve

At Meridian Trust, every conversation matters—and every team member plays a key role in helping our members build a stronger financial future.

Requirements:

Previous lending or financial institution experience is required.