Universal Banker (Full-Time)
$37,440–$41,600 year
On-site · New Bedford, Massachusetts, United States
Job Summary
Executes administrative and technical member service associated with accounts in-person, by telephone, and via electronic communications. Serves as liaison between the member and the Credit Union. Provides a variety of transaction services to members. Research and resolve member inquiries; escalate and follow-up as appropriate. Handle opening/closing of accounts, CDs, IRAs, safe deposit boxes; promote and demonstrate electronic account information delivery systems. Manage transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and other requests. Process check orders and stop-payments; assist teller line and rotate between teller line and member service desk. Actively participate in exploring financial solutions for members and cross-sell loan products; initiate auto, home, personal loans and lines of credit. Adhere to security procedures and compliance with BSA/OFAC/USA PATRIOT Act including customer identification and suspicious-activity reporting. Attend meetings and training as required.
Required Qualifications
- High school graduate or GED
- Minimum of two (2) years cash-handling experience is required
- Minimum of two (2) years of customer service experience is required
- Prior experience working in banking or finance is preferred, but not required
- Prior teller experience is preferred, but not required
- Basic skills related to Microsoft Office applications
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