- Maintains a high level of member service in accordance with the Everwise Credit Union's Service Expectations.
- This position will perform a broad variety of member service functions with accuracy and in a timely manner.These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
- Responsible for maintaining a high level of confidentiality about member account information.
- Meets or exceeds established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
- Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
- May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties.
- Complies with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA and etc.
- Volunteers for special projects within the scope of job responsibilities.
- Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
- Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.
- Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
- Ability to proactively problem solve by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and Everwise Credit Union.
- High level of Everwise Credit Union product knowledge with a full understanding of needs-based selling.
- Proficient cash handling skills.
- Ability to work in a fast-paced diverse and universal environment.
- Practical application and general understanding of various computer applications
- Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin.
- Responsible for using product knowledge to cross-sell and clearly communicate product features to staff and members.
- Must have a full understanding of needs-based selling, practice and use of Relationship Building with Conversations techniques in accordance with Everwise Credit Union's Sales Process.
- Responsible for daily decisions made within established guidelines set by the supervisor/manager, meeting pay-for-performance goals and displaying a positive image of the Credit Union.
- Accountable for understanding and applying Everwise Credit Union policies and procedures relating to the Bank Secrecy Act (BSA/AML, CIP and OFAC).
- Responsible for using all identified security precautions about cash, checks and account management.
- Accountable for Performance Management Goals as agreed upon with Supervisor.
- High School Diploma, GED or equivalent certification.
- Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred.
-
Universal Banker
2 days ago
Centier Bank Valparaiso, United StatesMinimum Hourly Rate: · $19.00 · Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual di ...
-
Universal Banker
4 weeks ago
Teachers Credit Union Elkhart, United StatesUniversal Banker · We are searching for an experienced Full-TimeUniversal Banker at our CR 6 Branch. · Elkhart, Indiana · Essential Function · Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the ...
-
Universal Banker
14 hours ago
Everwise Credit Union South Bend, United StatesJob Description · Job DescriptionEssential Function · Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building re ...
-
Universal Banker
1 week ago
Teachers Credit Union Nappanee, United StatesUniversal Banker · We are searching for an experienced Part-Time Universal Banker at our SR19 Branch. · Elkhart, Indiana 46517 · Essential Function · Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible ...
-
Universal Banker
2 weeks ago
Teachers Credit Union Mishawaka, United StatesUniversal Banker · We are searching for an experienced Full-Time Universal Banker at our Bittersweet Branch. · Mishawaka, Indiana · Essential Function · Responsible for providing high quality service on a wide variety of general financial services. This role is also responsib ...
-
Universal Banker
1 week ago
Centier Bank Valparaiso, United StatesMinimum Hourly Rate: · $19.00 · Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual di ...
-
Universal Banker
6 days ago
Centier Bank Elkhart, United StatesMinimum Hourly Rate: · $19.00 · Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual di ...
-
Universal Banker
2 weeks ago
Everwise Credit Union South Bend, United StatesUniversal Banker · We are searching for an experienced Part-Time Universal Banker at our Portage Branch. · South Bend, Indiana · Essential Function · Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for ...
-
Universal Banker
1 week ago
Everwise Credit Union South Bend, United States**Universal Banker** · We are searching for an experienced **Part-Time** **Universal Banker** at our **One North Branch**. · South Bend, Indiana · **Essential Function** · Responsible for providing high quality service on a wide variety of general financial services. This role is ...
-
Universal Banker
3 weeks ago
Citizens & Northern Corp Laporte, United States**_Who are we?_** · For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, exce ...
-
Personal Banker
1 week ago
PNC Financial Services Group Elkhart, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Retail Banker
3 weeks ago
Lake City Bank Bremen, United StatesSalary Range: Starting at 17.75+ · Are you a friendly, customer service oriented individual interested in working for a company that cares about your future? As a Retail Banker for our Bremen Office, you can satisfy your need to serve others by: Providing professional service to ...
-
Retail Banker II
2 weeks ago
Lake City Bank Mentone, United StatesSalary Range: Starting at $17.00 (pay is reviewed after 90 days) · Are you a friendly, customer service-oriented individual interested in working for a company that cares about your future? Do you have excellent listening skills and an ability to refer services to meet your clie ...
-
Personal Banker
2 weeks ago
PNC Financial Services Group Elkhart, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Personal Banker
1 week ago
PNC Financial Services Group South Bend, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Retail Banker Float
2 weeks ago
Lake City Bank South Bend, United States**Salary Range**:Starting at $17.25 (pay is reviewed after 90 days) · - Are you a friendly, customer service-oriented individual interested in working for a company that cares about your future? Do you have excellent listening skills and an ability to refer services to meet your ...
Universal Banker - Walkerton, United States - Teachers Credit Union
Description
Universal BankerWe are searching for an experienced Part-TimeUniversal Banker at our Walkerton Branch.
Walkerton, Indiana 46574
Essential Function
Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding Everwise Credit Union's wallet share.
Primary Responsibilities & Duties
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
