Universalist I

Freedom First Credit Union; Vinton (VA); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401K with company match

Paid Time Off

Voluntary Benefit Options

Employee Discounts

Potential Signing Bonus

Job summary

Freedom First Credit Union is seeking a Full-Time Universalist to enhance member experiences at our Vinton location. Ideal candidates will demonstrate excellent customer service and problem-solving abilities, ensuring compliance with financial regulations while performing transactions and building trusted relationships.

This role allows for progressive development from teller to account opening and lending responsibilities.

Qualifications

• 1-3 years in banking, financial services, customer service, or similar experience.
• Strong interpersonal skills and ability to motivate members.
• Proficiency in computer and administrative systems.

Responsibilities

• Deliver outstanding customer service and assess member needs.
• Assist with deposits, withdrawals, loan payments, and inquiries.
• Balance cash drawer and maintain transaction accuracy.
• Support branch opening/closing procedures.

Skills

Communication skills

Customer service

Problem solving

Financial document interpretation

Tools

Computer systems

Administrative support systems

Job description

Looking for more than just a job? Freedom First is not only "where people bank for good," but a place where employees work for good. We provide diverse career paths and growth opportunities throughout the Credit Union, giving employees the chance to expand their expertise, pursue new interests, and advance within the organization.

About the Role:

We are seeking a Full-Time Universalist to join our Credit Union team. This role offers a progressive development path, beginning with teller transactions and member service responsibilities and advancing through training to include account opening, lending, and other relationship-based financial services. Based at ourVinton location, you will provide exceptional service to members, accurately process financial transactions, and build trusted relationships by identifying member needs and educating them on products and services that support their financial goals. The ideal candidate is committed to delivering personalized solutions, enhancing the member experience, and promoting long-term financial well-being.

Key Responsibilities:

• Customer Service & Sales (40%) -Deliver outstanding service by assessing member needs, educating members on available products and services, and recommending appropriate financial solutions to enhance their banking experience.
• Transactions & Problem Solving (35%) – Assist members with deposits, withdrawals, loan payments, and account inquiries. Provide accurate information and resolve issues promptly.
• Cash Handling (20%) – Balance a cash drawer. Receive, process, and balance daily financial transactions. Maintain accuracy and compliance with policies.
• Branch Operations (5%) – Support opening/closing procedures and assist with branch balancing.

Qualifications:

• Experience: 1-3 years inbanking,financial services,customer service, or similar experience.
• Skills:
• Strong interpersonal andcommunication skills.
• Ability to motivate, influence, and educate members.
• Demonstrated proficiency in computer and administrative support systems.
• Ability to read and interpret financial documents.

Performance Expectations:

Freedom First seeks to develop Universalists who can fully assist members with their financial needs to enhance the member experience. Progression into account opening and lending responsibilities of a Universalist II and, subsequently Universalist III is an expectation of the position. Universalists must demonstrate proficiency in all existing job duties to show they can consistently meet or exceed the full expectations of their current role before consideration for additional responsibilities.

Ensure compliance with all federal regulations, including Bank Secrecy Act (BSA) and OFAC requirements. Meet or exceed performance goals related to member satisfaction, transaction accuracy, and fulfilling member financial needs through appropriate products and services.

Physical & Work Environment:

• Ability to sit, stand, and lift up to 20 lbs.
• Work performed in a professional office/branch environment.
• Occasional travel to nearby branch locations.

Schedule:

Monday – Friday; Some Saturdays

Click here to view this branch's operating hours.

Work location and scheduling may vary. Please note that operational hours differ by location, and all team members will be required to workone, half day, Saturday a month.

• 401K with company match
• Paid Time Off & Recognized Holidays
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Discounts Program (Travel, Tickets, Food & Grocery, & more)
• Potential Signing Bonus for Qualified Candidates

This Job Description is not a complete statement of all duties and responsibilities comprising the position.