Universal Banker

Job Description This position is responsible for acquiring, expanding, and enriching current and future member relationships by assisting and educating members in opening and managing their accounts and finances, building long‑term relationships, and cross‑selling the products and services that will help them be financially successful. The role provides personalized, professional service to all members in an exceptional manner and seeks out opportunities for additional business. Hours : Monday‑Friday 8:45 am‑5:15 pm Responsibilities Assist members with basic requests related to deposits, withdrawals, check cashing, opening new accounts, completing service requests, and submitting credit applications. Proactively educate members on the features and benefits of the Credit Union’s products and services and actively cross‑sell and make qualified referrals for additional appropriate loan, deposit and fee income products and services. Establish trust and lasting relationships with members by building a personal connection through engagement, education, asking open‑ended questions, listening, and having a consultative approach. Maintain a healthy sales pipeline by collecting member contact information and scheduling follow‑ups for individuals who have a further need for engagement. Refer members to financial experts, as needed (e.g., First Mortgage and Financial advisors). Diagnose and research to resolve moderately complex member issues, including communicating with other departments for issue resolution. Consistently exceed established sales goals. Assist, serve, and follow up as necessary with members who have fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types to meet their continued needs and provide exceptional service. Provide notarial services to members, including witnessing and authenticating documents and verifying members’ identity. Support the branch community by participating in Wings‑sponsored events and/or community events. Stay current on all Wings promotions and participate in contests and activities to support the goals. Follow risk and compliance processes and policies to ensure members’ assets are safeguarded, privacy is maintained, and members’ best interests are served. Provide support to other teams within Retail Delivery, if needed, which may require travel. Perform additional responsibilities as assigned to meet business needs. Qualifications High school diploma required; some college preferred. Proven sales skills and at least 1 year of member service or retail banking experience preferred. Cash handling experience preferred. Knowledge of banking and/or credit union regulations preferred. Experience recommending products and plans to improve a member’s financial position preferred. Ability to work efficiently in a fast‑paced and sometimes stressful environment while maintaining quality of service. Excellent member service skills with a member‑focused mindset. Team player with excellent people skills and the ability to interact positively with other employees. Proficient with MS Office products and general office equipment. Comfortable and confident with self‑service technology. Strong organizational skills, detail‑oriented with emphasis on accuracy and integrity. Ability to maintain composure and solve problems with a positive, solutions‑oriented mindset. Excellent verbal and non‑verbal communication skills. Required to obtain or possess a Mortgage Loan Originator (“MLO”) unique qualifier (NMLS registration number) and successfully complete all MLO Registry requirements, including passing background and credit checks, fingerprinting, and any other S.A.F.E. Act requirements. Notary license required upon hire. Bondable. Benefits Generous 401(k) match 401(k) discretionary profit sharing Health Insurance Dental Insurance Vision Insurance Life Insurance Short‑term and Long‑term Disability Health Savings Account with company contribution Employee Assistance Program Paid Vacation, Sick, Floating Holidays and Volunteer Time Off Paid Holidays Tuition Reimbursement Paid Parental Leave Pay Range : $22.25–$23.50/hr plus incentives and a 3 % annual target bonus. Position closes on 05/22/2026. #J-18808-Ljbffr Wings Credit Union