Universal Banker

This position is responsible for acquiring, expanding, and enriching current and future member relationships by assisting and educating members in opening and managing their accounts and finances, building long-term relationships, and cross-selling the products and services that will help them be financially successful. Providing personalized, professional service to all members in an exceptional manner, and seeking out opportunities for additional business. Hours: Monday-Friday 8:45am-5:15pm, every other Saturday 8:45am-1:15pm.

Essential Functions

Assist members with basic requests related to deposits, withdrawals, check cashing, opening new accounts, completing service requests, and submitting credit applications. Proactively educate members on the features and benefit of the Credit Union’s products and services and actively cross sell and make qualified referrals for additional appropriate loan, deposit and fee income products and services. Establish trust and lasting relationships with members by building a personal connection through engagement, education, asking open-ended questions, listening, and having a consultative approach.

Maintain a healthy sales pipeline by collecting member contact information and scheduling follow-ups for individuals who have a further need for engagement. Refer members to financial experts, as needed (e.g First Mortgage and Financial advisors). Properly diagnose and perform research to resolve moderately complex member issues including communicating with other departments for issue resolution. Consistently exceeds established sales goals. Assist, serve, and follow up as necessary with members who have fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types to meet their continued needs and provide exceptional service.

Responsible for providing notarial services to members, including witnessing and authenticating documents and verifying members identity. Support the branch community by being involved in Wings sponsored events and/or community events. Stay current on all Wings promotions and participates in contests and activities to support the goals. Follows through on risk and compliance processes and policies to ensure we safeguard our members’ assets, maintain their privacy, and act in their best interest. Provide support to other teams within Retail Delivery, if needed, which may require travel. Perform additional responsibilities as assigned to meet business needs.

High School diploma required, some college preferred. Proven sales skills and 1 year member service or retail banking experience preferred. Cash handling experience preferred. Knowledge of banking and/or credit union regulations, preferred. Experience recommending products and plans to improve a member’s financial position, preferred. Ability to work efficiently in a fast-paced and sometimes stressful environment while having the desire to maintain quality of service…

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