Service Banker (Full Time)

Universal Banker
Salary Range $27.50 - $27.50 Hourly Position Type Full Time
UNIVERSAL BANKER - Full Time (Hayward, CA)
The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed.
Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. Provident has been a Bay Area "Top Workplace" since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.
Meet service goals for internal and external surveys, including social media posts and public scoring sites such as Yelp and Google Reviews
React quickly and uphold organization-wide service standards by working collaboratively across the organization to exceed member expectations.
Perform basic teller functions, including processing deposits, withdrawals, loan payments, and stop payments.
Mitigate risk by complying with regulations within policies and procedures.
Ensure transactions and data entry fields are free of errors 100% of the time.
Grow the Credit Union

Attract and retain members that are highly engaged with Provident and consider us their PFI (primary financial institution).
Opens/processes new member accounts and loan applications.
Review branch reports to understand branch performance and goal achievement.
Champion and participate in effective business development efforts, including community events and volunteer activities.
Increase member value by understanding member preferences, delivering unparalleled convenience and member choice that is fast, flexible, and free of bureaucracy.
Understand promotions and provide each member with customized financial solutions.
Leverage "localness" by participating in local events (3-5 miles radius) such as community events, volunteer activities, and business network events.
Complete required BSA & OFAC training annually.
Understand and adhere to BSA and OFAC policy and procedures.
Education / Work Experience / Skills / Abilities:

• Bachelor's degree preferred.
• 1+ years in financial services experience in banking or credit union
• Experience making effective outbound telephone calls.
• Experience with business banking products and relationships.
• Experience with cash handling/teller transactions/loan funding.
• Computer literacy skills and proficient in Windows and Microsoft Office.
• Understand and adhere to BSA and OFAC policy and procedures including:

• NMLS – National Mortgage Licensing System and Registry to obtain within 30 days of hired.
Spanish preferred
Travel Details / Schedule:
Travel:

Required to travel to other Provident locations outside of home branch.
Required to attend offsite training, meetings, or events.
Full-time; 40 hours a week Monday - Friday 7:30am - 4:30pm
Occasionally work early or late hours, and extended weekend hours.
Quality medical, dental and vision care coverage

• 401(k) retirement plan with up to 150% matching employer contributions
• Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses.
• Annual discretionary bonus
• Employee referral bonus
• Generous paid time off and paid holidays
• Flexible spending accounts
• Short and long-term disability coverage
• Life and AD&D insurance
• Rate discount on home, auto loans and personal loans
• This position is eligible for our twice a year discretionary bonus.

Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally.
We are a winner of the Bay Area News Group Top Work Place in 2018 - 2026.