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    Universal Banker - San Diego, United States - Self-Help

    Self-Help
    Self-Help San Diego, United States

    3 weeks ago

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    Description

    ** Universal Banker - Universal Member Service Representative**

    **Job Category****:** Branch **Requisition Number****:** UNIVE01788 Showing 1 location **Job Details**

    **Description**

    **Role Overview:**

    The **Universal Member Service Representative** serves as a liaison between the member and the credit union in our San Diego Branch. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the members daily needs.

    **Universal Member Service Representative** **Essential Responsibilities:**

    MEMBER SERVICING

    Greet and welcome members and visitors to the credit union in a friendly and professional manner. Provide prompt, efficient and accurate.

    Promote credit union products and services based on members needs.

    Open Dreamer Loans

    Open new membership accounts.

    Take applications and process consumer loans *

    Provide general and specific service-related information concerning credit union services or policies in-person or by-telephone.

    Respond to members inquiries, requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.

    Perform account transactions and maintenance as authorized, including processing share deposit payments, loan payments, CD transactions, lines of credit advances, and account transfers; disbursing cash and check withdrawals; monitoring receipts, counting cash and performing reconciliations; adding joint owners, completing address changes and competing any other necessary teller functions.

    Refer mortgage loans to Branch Manager.

    May be required to travel to cover other Branches.

    CASH HANDLING AND BALANCING

    Open, close and balance cash drawer daily. Maintain drawer cash levels within prescribed amounts.

    Enter night, ATM and mail deposits.

    Handle Vault Teller responsibilities, managing, balancing and balancing flow of cash in and out of the vault. *

    Balance ATM daily. (Part of dual control team.)

    BUSINESS DEVELOPMENT

    Participate in activities to build new relationships such as business development. *

    Identify and refer potential leads for business development. *

    OTHER

    Perform various administrative tasks.

    Mail receipts and checks to members as indicated by policy and procedure.

    Research accounts for deposit, withdrawal, and loan-payment discrepancies.

    Act as role model for teller staff

    Support teller staff with guidance on more difficult transactions

    Assist branch management with filing and record retention of daily reports

    Provide supervisor overrides for cash withdrawals up to $5,000

    Support management in providing feedback on teller performance*

    Open and/or close in absence of supervisor, assistant branch manager and branch manager

    Responsible of supervising the branch in the absence of supervisor, assistant branch manager and branch manager

    Other duties, responsibilities, and projects as assigned.

    All job duties, responsibilities and projects to be performed in accordance with credit union policies and procedures.

    **A Universal Member Service Rep must be able to competently perform all principal duties and responsibilities required of a Lead Teller.**

    **Universal Member Service Representative** **Credentials, Experience and Skills:**

    **English/Spanish fluency is**

    High school diploma or equivalent

    Three (3) to five (5) years of experience in banking or retail.

    Ability to form and maintain strong relationships with internal and external customers.

    Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

    Knowledge of economic and accounting principles and practices, banking and the analysis and reporting of financial data.

    Analytical and problem-solving skills.

    Attention to detail.

    Ability to effectively organize and prioritize work.

    Excellent interpersonal skills.

    Ability to use keyboard and data entry skills.

    May be required to travel to cover other branches.

    **Physical Requirements:**

    Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds.

    **Compensation:**

    Competitive salary, based on experience, plus a generous benefits package that includes health, dental, life insurance, flexible spending plan, retirement plan, paid parental leave, and domestic partners policy.

    **Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.**

    Self-Help Federal Credit Union was chartered in 2008 to build a network of branches that serve working families and underserved communities. With 19 branches in California, 6 branches in Washington, 10 branches in Illinois, and 2 branches in Wisconsin, over $1.6 billion in assets, and serving more than 99,000 members, Self-Help Federal is one of the fastest-growing low-income designated credit unions in the country. It is part of the national Self-Help family of nonprofit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For 41 years, the Center for Community Self-Help and its affiliates have provided almost $10 billion in financing to help over 192,000 low-wealth borrowers buy homes, start and build businesses, and strengthen community resources. For more information, go to and

    **Qualifications**

    **Skills**

    **Behaviors**

    **:**

    **Motivations**

    **:**

    **Education**

    **Experience**

    **Licenses & Certifications**

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