- Assist members with basic requests related to 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.
- 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.
- 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 member'sassets, 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 customer 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 customer'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.
- Excellent customer service skills with a member focused mindset.
- Acts as part of a cohesive team, demonstrating excellent people skills and the ability to interact positively with other employees.
- Proficient with MS Office products and general office equipment.
- Comfortable and confident with self-service technology.
- Good organizational skills, detail oriented with strong emphasis on accuracy and integrity.
- Excellent verbal and non-verbal communication skills.
-
Universal Banker
2 weeks ago
Wings Financial Credit Union Minneapolis, United StatesThis 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 t Universal Banker, Banker, Cus ...
-
Universal Banker
2 days ago
Wings Financial Credit Union Minneapolis, United StatesJob Description · Job DescriptionPRIMARY PURPOSE: 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, ...
-
Universal Banker II
2 weeks ago
Union Bank and Trust Company Minneapolis, United StatesJob Description · Job Description · Position : Universal Banker II · Contract Level : 2 · Hours: · 7:45 a.m. – 4:15 p.m. and 8:45 a.m. – 5:15 p.m. - shifts may vary M-F · Scope : · Accurately and efficiently process teller transactions for bank customers including cashing c ...
-
Universal Banker II
1 week ago
Union Bank and Trust Minneapolis, United StatesJob Description · Job DescriptionPosition: Universal Banker II Contract Level: 2 · Hours: 7:45 a.m. – 4:15 p.m. and 8:45 a.m. – 5:15 p.m. - shifts may vary M-F · Scope: · Accurately and efficiently process teller transactions for bank customers including cashing checks, accepti ...
-
Universal Banker
3 days ago
Associated Healthcare Credit Union Saint Paul, United StatesJob Description · Job DescriptionAssociated Healthcare Credit Union is looking to hire a dynamic full time Universal Banker for their St Paul office location. The position is responsible for opening new accounts, consumer lending duties, and cross selling additional products and ...
-
Universal Banker
5 days ago
Knewin Edina, United StatesPRIMARY PURPOSE: · 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 product ...
-
Universal Banker
3 days ago
Associated Healthcare Credit Union Saint Paul, United StatesJob Description · Job DescriptionAssociated Healthcare Credit Union is looking to hire a dynamic full time Universal Banker for their St Paul office location. The position is responsible for opening new accounts, consumer lending duties, and cross selling additional products and ...
-
Universal Banker
3 days ago
Associated Healthcare Credit Union Saint Paul, United StatesJob Description · Job DescriptionAssociated Healthcare Credit Union is looking to hire a dynamic full time Universal Banker for their St Paul office location. The position is responsible for opening new accounts, consumer lending duties, and cross selling additional products and ...
-
Universal Banker
1 week ago
Empowers staffing Osseo, United StatesJob Description · Job DescriptionOur client, a Bank, is looking to hire a Universal Bankers · Full Time - Direct Hire (Maple Grove and Monticello, MN) · ***Fully On-site. Not Remote Position. · Position Summary: The bank seeks a Universal Banker to assist customers in achieving f ...
-
Universal Banker
1 week ago
WesBanco Bank Inc. Monrovia, United StatesJob Title - Department · Universal Banker - Green Valley · Location · Locations: · This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Green Valley. · Market · Mid Atlantic · Wor ...
-
Universal Banker
1 week ago
Frandsen Bank Lakeville, United StatesThe Universal Banker must provide a high level of professional communication, attention to detail, and technical skills to provide exceptional customer service.Must proactively identify opportunities to expand customer relationships by engaging in deep and meaningful conversation ...
-
Universal Banker
1 week ago
Wings Financial Elk River, United States Part timePRIMARY PURPOSE: 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 a ...
-
Universal Banker
3 days ago
Wings Financial Credit Union Elk River, United States Part timeJob Description · Job DescriptionPRIMARY PURPOSE: 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, ...
-
Teller / Universal Banker
5 days ago
SMW Financial Credit Union Saint Paul, United StatesJob Description · Job DescriptionSMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, work ...
-
Universal Banker II
1 week ago
Midwest One Bank Eden Prairie, United StatesOverview: · At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops ...
-
Universal Banker II
5 days ago
SMW Financial Credit Union Circle Pines, United StatesJob Description · Job DescriptionSMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, work ...
-
Teller / Universal Banker
5 days ago
SMW Financial Credit Union Circle Pines, United StatesJob Description · Job DescriptionSMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, work ...
-
Universal Banker-Teller
1 week ago
First Natl Financial Servcs Inc Anoka, United StatesJob Type · Full-time · Description · Join our amazing team We have a Full time, Monday through Friday position available with hours 8:15am-5:15pm. Every 4th Saturday 8:45am to 12pm. · About Us · First Bank Elk River is an independent, privately owned community bank. With over ...
-
Head Teller/Universal Banker
1 week ago
Empowers staffing Saint Paul, United StatesJob Description · Job DescriptionOur Client, a Bank is seeking an experienced and enthusiastic Head Teller/Universal Banker to provide supervisory support to the Teller Department to ensure an efficient operation while providing a high level of customer service. ***The ideal cand ...
-
Lazard Minneapolis, United StatesMinneapolis · Financial Advisory · Summer Internship · Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference . With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and will ...
Universal Banker - Minneapolis, United States - Wings Financial
Description
PRIMARY PURPOSE: 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.Monday-Friday 8:45am-5:15pm, every other Saturday 8:45am-1:15pm.
ESSENTIAL FUNCTIONS include the following. Other duties may be assigned.