Universal Banker, Robert Half

Universal Banker

Robert Half

Location:

United States, Auburn

Category:

Banking

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

In this role, you will be integral to our Credit Union operations, assisting with various account transactions, consumer loan products, and member services. This position offers a contract to permanent employment opportunity, where you will be expected to employ your skills in cash handling and customer service to ensure smooth operations and high member satisfaction.

Job Responsibility:

Facilitate member transactions (deposits, withdrawals, transfers, payments, etc.)
Open and service deposit accounts, consumer loans, and related financial products
Conduct needs-based analysis to recommend suitable products and services
Resolve member inquiries with a focus on cross-selling and exceeding service expectations
Ensure accuracy during loan and account processing while maintaining compliance with regulations
Balance cash and oversee daily branch operations when necessary
Build product knowledge, including IRAs, mortgages, and business solutions, and act as a referral point when needed
Travel to represent the Credit Union at different branch locations as required

Requirements:

Minimum 1+ years of experience as a Universal Banker or similar role in the banking industry
Proven experience with cash activity, including cash handling and bank deposits
Exceptional customer service skills, including the ability to communicate clearly and professionally
Knowledge of Credit Union products and services is highly desirable
Ability to handle sensitive and confidential information with discretion
Proficient in using banking software and other related computer applications
Strong mathematical skills for the accurate handling of cash transactions
Excellent problem-solving skills to assist customers with their financial needs
Ability to multi-task and prioritize work effectively
High school diploma or equivalent required, Bachelor's degree in finance or related field is a plus
Must comply with all Credit Union policies and procedures, including those related to compliance and internal controls

Nice to have:

Bachelor's degree in finance or related field

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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