What are the responsibilities and job description for the Universal Banker - Southaven position at Orion Financial?
POSITION PURPOSE
To assist members with all of their financial needs while delivering an exceptional member experience. This role serves as a trusted financial resource by promoting Credit Union products and services, building meaningful relationships with current and prospective members, and supporting the growth of the Southaven branch. The ideal candidate is passionate about serving the Southaven community, enjoys building local relationships, and represents Orion Financial through active community involvement and outreach. This position also assists the Branch Leader in achieving branch sales and service goals.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Greet and welcome members to the Credit Union in a courteous, professional, and timely manner, providing prompt, accurate service and exceptional member experiences.
2. Interview potential loan and new member applicants to collect and enter loan information while identifying additional financial needs.
3. Assist with ongoing marketing campaigns, sales promotions, and local community outreach efforts that increase awareness of Orion Financial and support branch growth.
4. Build relationships with members, local businesses, schools, and community organizations to promote the Credit Union and establish a strong presence within the Southaven community.
5. Seek additional opportunities to meet each member's financial needs during every interaction.
6. Recommend and promote additional Credit Union products and services during account openings and loan applications.
7. Assist management with tracking teller referrals and supporting branch sales initiatives.
8. Promote and explain other Credit Union services such as IRAs, certificates of deposit, credit cards, ancillary products, and safe deposit boxes.
9. Cross-train in the Assistant Branch Manager role.
10. Assist in the teller area as needed by processing member transactions, including deposits, withdrawals, transfers, money orders, cashier's checks, and loan payments.
11. Represent Orion Financial at community events, networking opportunities, and local partnerships to strengthen relationships and support branch growth.
12. Perform all other duties as assigned.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school diploma or equivalent required. Some college preferred.
REQUIRED KNOWLEDGE: Knowledge of Credit Union policies and procedures. Thorough knowledge of Credit Union products and services.
REQUIRED EXPERIENCE: Three years of experience in a financial institution, lending, sales, or member service environment. Knowledge of the Southaven market and an established presence or involvement in the local community is strongly preferred.
SKILLS/ABILITIES:
Successful candidates must pass pre-employment credit checks, background checks, and drug screens.
Orion Financial is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, national origin or any other federal or state protected class. We maintain a drug-free workplace and perform pre-employment substance abuse testing. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
To assist members with all of their financial needs while delivering an exceptional member experience. This role serves as a trusted financial resource by promoting Credit Union products and services, building meaningful relationships with current and prospective members, and supporting the growth of the Southaven branch. The ideal candidate is passionate about serving the Southaven community, enjoys building local relationships, and represents Orion Financial through active community involvement and outreach. This position also assists the Branch Leader in achieving branch sales and service goals.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Greet and welcome members to the Credit Union in a courteous, professional, and timely manner, providing prompt, accurate service and exceptional member experiences.
2. Interview potential loan and new member applicants to collect and enter loan information while identifying additional financial needs.
3. Assist with ongoing marketing campaigns, sales promotions, and local community outreach efforts that increase awareness of Orion Financial and support branch growth.
4. Build relationships with members, local businesses, schools, and community organizations to promote the Credit Union and establish a strong presence within the Southaven community.
5. Seek additional opportunities to meet each member's financial needs during every interaction.
6. Recommend and promote additional Credit Union products and services during account openings and loan applications.
7. Assist management with tracking teller referrals and supporting branch sales initiatives.
8. Promote and explain other Credit Union services such as IRAs, certificates of deposit, credit cards, ancillary products, and safe deposit boxes.
9. Cross-train in the Assistant Branch Manager role.
10. Assist in the teller area as needed by processing member transactions, including deposits, withdrawals, transfers, money orders, cashier's checks, and loan payments.
11. Represent Orion Financial at community events, networking opportunities, and local partnerships to strengthen relationships and support branch growth.
12. Perform all other duties as assigned.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school diploma or equivalent required. Some college preferred.
REQUIRED KNOWLEDGE: Knowledge of Credit Union policies and procedures. Thorough knowledge of Credit Union products and services.
REQUIRED EXPERIENCE: Three years of experience in a financial institution, lending, sales, or member service environment. Knowledge of the Southaven market and an established presence or involvement in the local community is strongly preferred.
SKILLS/ABILITIES:
- Strong communication and relationship-building skills.
- Passion for serving the local community and developing new business relationships.
- Strong organizational skills.
- Ability to operate related computer applications and business equipment.
- Strong attention to detail.
- Ability to multitask and meet deadlines.
Successful candidates must pass pre-employment credit checks, background checks, and drug screens.
Orion Financial is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, national origin or any other federal or state protected class. We maintain a drug-free workplace and perform pre-employment substance abuse testing. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.