Universal Banker - Career Fair

ESSENTIAL DUTIES AND RESPONSIBILITIES:

· Deliver a welcoming, high-quality member experience across in-person, phone, and digital channels.

· Process everyday financial transactions accurately, including deposits, withdrawals, payments, and official checks.

· Handle loan administration and maintenance activities, including gathering information, preparing documentation, updating records, and guiding members through next steps.

· Identify member needs and confidently recommend deposit and lending solutions that align with their financial goals.

· Demonstrate sales aptitude by building relationships, recognizing opportunities, and promoting products and services that add value for members.

· Open and maintain consumer and business accounts, resolve member concerns, and provide ongoing account support.

· Use branch technology and internal systems effectively while documenting interactions and follow-up needs.

· Maintain compliance with policies, procedures, and regulatory requirements while contributing to strong branch operations and teamwork.

EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS:

· High school diploma and equivalent years of experience. Bachelor’s degree preferred.

· One to five years’ experience in a financial branch-environment or experience comparable within the financial industry or a retail sales environment.

· Provide coverage at other branches when necessary and work Saturday rotation schedule.

· Ability to communicate with members and others at all levels of the Credit Union, in both written and verbal formats.

· Experience with the loan application process and standard or typical internal operating policies and procedures.

· Knowledge of current industry offers, market trends, competitors, and Credit Union lending and member service policies and procedures.

· Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, ratios, etc.).

· Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues.

· Working knowledge of Microsoft Word, Excel and Power Point software applications.

· Candidates must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background.