Personal Service Counselor (Universal/Relationship Banker)

Job Summary

Delivers a personal service experience built on credit union advocacy, financial guidance and relationships that empower members to achieve their best life.

Primary Responsibilities

• Engages with membership to build relationships, identifies financial needs and opportunities, and refers appropriate products and services that are in the best interest of the member.

•Performs financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner, provides supporting documents and proper documentation in member files, as defined by regulatory requirements and savings and lending policies and procedures and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act), responsible for daily balance of cash drawer.

•Works universally and collaboratively to achieve overall branch objectives.

•Proactively follows up on existing and potential membership appointments, loan leads and promotes the Credit Union to grow the business through outbound calls, community outreach and networking.

• Researches, troubleshoots, and resolves member inquiries and concerns.

• Maintains current knowledge of credit union products and services, procedures, policies, promotions and integrates them into daily activities and member conversations.

• Protects the Credit Union, all its assets and maintains member privacy by complying with safety, security, and legal and regulatory requirements.

•Completes all other tasks, assignments or functions as assigned and/or required.