CFCU Community
Credit Union (CFCU) is looking for a talented and professional Universal Banker to join the CFCU team. Successful candidates will thrive in a branch setting free of
teller lines, offering innovative technology solutions in an open, fluid
environment to meet the financial needs of CFCU members. The Universal Banker
will act as a business partner to empower members to utilize technology in a
self-service focused atmosphere.
Responsibilities:
Responsible for member
satisfaction by addressing all financial needs of a member related to
products, services, technologies, transactions and education.
Utilizes sales techniques to
onboard potential members, determine member financial needs and
recommending appropriate products and services including without
limitation deposit accounts, loans, credit cards, and delivery channels to
meet those needs.
While acting in a relationship
management role, develops and deepens member relations by demonstrating
ownership and resolving problems efficiently and by turning servicing
requests and transactions into sales opportunities.
Facilitates members’ use of self-service
solutions to enhance their service experience and maintain branch
efficiency.
Provides friendly, and accurate
completion of all member requests including account openings, loan
applications, servicing requests and transactions.
Ability to learn CFCU products
and services to create cross selling opportunities for members’ relating
to business lending, consumer lending and wealth management.
Adheres to all policies,
procedures and trainings that CFCU develops and maintains in order to meet
all regulatory, operational and security requirements.
High comfort level with
technology, coupled with the desire and ability to become an expert in the
software and hardware systems utilized by CFCU to deliver products and
services to its members.
Technical ability to service
members’ requests through multiple types of devices including traditional
computers and smartphones or tablets; perform servicing through multiple
media such as email; and perform transactions utilizing teller cash recyclers
or other member assisted branch cash machines similar to ATMs.
Supportive of all marketing
programs and initiatives which may include hosting branch events and
educational marketing programs.
Actively participates in
community activities that may generate new member leads.
Meet or exceed sales goals.
Must be able to work flexible
schedule Monday through Saturday.
Desired Skills:
High school education or
equivalence.
1- 2 years of experience working
at a financial institution preferred.
Prior customer service experience
position considered.
Proven technology abilities
working with smartphones, tablets, and innovative teller machines.
Skilled in engaging members/
prospects in a sales conversation.
Excellent verbal and written
skills.
Equal Employment Opportunity:
Equal employment opportunity has been
and will continue to be a basic principle at the Credit Union. CFCU provides
equal employment opportunities, without discrimination because of race, color,
religion, creed, sex, sexual orientation, gender identity or expression,
pregnancy, marital status, age, national origin, citizenship, handicap or
disability, veteran or military status, political beliefs, victim of domestic
violence status, familial status, or predisposing genetic characteristics or
status, or any other status protected by federal, state, local or other law.
This policy includes, but is not limited to recruitment, hiring, compensation,
training, and apprenticeship, promotion, upgrading, demotion, downgrading,
transfer, lay-off and termination, and all other terms and conditions of
employment.