Universal Banker - Brockton, United States - SCU Credit Union

SCU Credit Union

Verified Company

Brockton, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

:

The position location is TBD - We have branch locations in Sharon, Brockton, Taunton, Walpole, Foxboro, Mansfield, and North Attleboro.
SCU Credit Union has a mission to positively impact the financial well-being of our members by providing access to a wide range of products and services; to support the diverse communities we serve through education and collaboration; and to foster a rewarding environment for our employees

We put our members at the heart of everything we do and strive to exceed their expectations by providing:

empathy, giving back, integrity, stability, and an inclusive culture. If you align with these values too, we would love for you to join our team

The Universal Banker performs a variety of branch duties of a member specialist and member service representative in accordance with regulatory and security guidelines.

This includes handling all aspects of member interaction including the sales process and transaction handling. Efforts should focus on developing full relationships with current members and prospective member. The Universal Banker should promote, explain, and cross-sell products and services.

Essential Duties and Responsibilities:

Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with members by following established member interaction strategies to establish new member relationships, to retain and deepen existing member relationships, and to provide the highest member service experience. Fulfill members' financial needs by utilizing the sales skills training including referrals to business partners, and closing sales.
Encourage members to utilize automated transaction handling by teaching them how to use alternative banking delivery channels. If automation is not possible or desired by the member, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance.
Handle servicing of member accounts and resolve issues efficiently and effectively with the highest level of member service. Recognize crosssell opportunities and refer to specialists as required.
Adhere to compliance and operations risk controls in accordance with Credit Union and regulatory standards, polices and procedures. Perform operational responsibilities as designated by management.
Establish proficiency of the Credit Union's systems needed to effectively service members with the highest of service standards.
Assist member specialists with transactions and/or daily branch settlement.
Assist with the training of branch personnel, consistent with operational protocols established by the Credit Union. Take and/or close loans including home equity loans.
May operate as opening and closing branch employee.
Represent the Credit Union through participation in community and industry related activities. Actively promotes interest in the Credit Union whenever possible.
Performs related and unrelated duties as may be required.
Fully Universal Banker certified.

Requirements:

Knowledge, Skills, and Experience Required:

Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong members service and sales skills.
Requires knowledge of financial institution operations and procedures. Required a working knowledge of laws and regulations and the ability to interpret and understand same.
Requires the ability to work independently and collaboratively with internal partners demonstrating a working knowledge of business functions.
Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff.

Note:

The above is a description of the ordinary and essential duties of the position. Other duties both related and unrelated to the above may be assigned and therefore required.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

This position will be set up to work remotely and in the office. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and talk or hear.

The employee is occasionally required to stand, walk; use sufficient hand, arm and finger dexterity or feel objects, tools, or controls.

The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by t