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Haverhill

    Universal Banker-Part Time - Haverhill, United States - Align Credit Union

    Align Credit Union
    Align Credit Union Haverhill, United States

    4 weeks ago

    Default job background
    Part time
    Description

    Job Description

    Job DescriptionRole:
    The Universal Banker I provides exceptional member service by cultivating, maintaining, and enhancing lasting relationships with existing and prospective members. The Universal Banker I is responsible for processing transactions, as well as member service responsibilities. The Universal Banker I helps members to understand and address their financial needs by utilizing a consultative sales and service approach.
    Performs functions to provide the highest level of service and responsiveness to member service by the credit union, within scope of authority and expertise.Essential Functions & Responsibilities:
    • Consistently executes appropriate behaviors in accordance with Align Credit Union's values and member service standards to deliver an exceptional member experience in the branch.
    • Accurately process all sales, servicing, banking transactions and operational tasks. Follows all credit union security and compliance policies and procedures, including the Employee Accuracy Policy.
    • Completes all member requests including, account opening, servicing requests, issuing debit cards, and routine bank transactions. (deposits, withdrawals, check cashing, loan payments, etc.)
    • Recommends appropriate solutions to meet member needs. When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs. This includes wealth management, real estate, and commercial lending.
    • Acquires and maintains member relationships over the entire life cycle of the member by identifying and understanding their financial needs.
    • Achieves all assigned member service and sales goals.
    • Enhances knowledge of the credit union's products and services to promote opportunities to introduce members to all alternative options.
    • Identifies the financial needs of each member served.
    • Assists with branch operational tasks such as cash settlements, ATMs, and cash recyclers, for dual control purposes,
    • Develops and deepens member relationships by taking ownership to resolve members issues efficiently.
    • Adheres to Align Credit Union's policies and procedures. Responsible for compliance with the following regulations: BSA, OFAC, and other regulations, as required. Align Credit Union Structured Compensation.
    • Continuously increase knowledge and skills through self-motivation, formal education, seminars, and in-house training.
    • Allow member(s) access to Safe Deposit Boxes, as needed. (Hale St. only)
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