Job Summary
The Universal Banker delivers attentive, consultative service to members while supporting their day-to-day financial needs. The role combines transaction processing, account support, and loan origination with relationship building and sales. Universal Bankers help members understand available financial products and digital services, identify solutions that fit their needs, and work toward established sales goals.
Responsibilities
- Provide exceptional, member-focused service using a consultative approach.
- Process financial transactions and assist members with account servicing.
- Support loan origination and identify products or services suited to members’ needs.
- Build and maintain productive member relationships.
- Meet sales objectives and make appropriate referrals.
- Educate members about financial products and digital banking solutions.
Qualifications
- At least one year of customer service experience.
- Demonstrated cash-handling skills.
- A strong interest and aptitude in sales and referrals.
- Ability to obtain Notary Public certification.
