The Universal Banker II combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a knowledgeable resource for a wide range of financial needs
Job Summary
The Universal Banker II combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a knowledgeable resource for a wide range of financial needs.
Essential duties include processing financial transactions, opening accounts, resolving member issues, and recommending appropriate products through consultative questioning.
This role requires a strong understanding of credit union policies, branch technology, and lending regulations, with opportunities to collaborate with internal experts and support business development.
Matching Summary
The Universal Banker II combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a knowledgeable resource for a wide range of financial needs.
Skills & Requirements
Must-have
Financial transaction processing
Account opening and maintenance
Loan application processing
Member relationship building
Branch technology proficiency
Compliance with policies and procedures
Nice-to-have
Consultative sales approach
Problem resolution skills
Teamwork and collaboration
Adaptability to change
Proactive communication
Key Requirements
High school diploma or equivalent
Three years of financial or retail sales experience