Universal Banker

People First FCU is looking for a high-energy, experienced Universal Banker to join our team. The Universal Banker position performs Teller, Lending (Platform), and Call Center duties. The Universal Banker will help fill in at all our branches throughout the Lehigh Valley. Tasks include, but are not limited to, answering a high volume of calls, greeting members, opening accounts, cross-selling, developing member relationships, servicing accounts, cashing checks, withdrawals, deposits, and loan payments. The Universal Banker investigates and resolves account issues or inquiries and promotes products and services by referring current or prospective members to other departments within the organization.

The preferred candidate MUST have lending experience. The candidate MUST also have either teller OR call center experience.

Duties and Responsibilities:

• Delivers an exceptional member experience by actively listening to our member’s needs through various communication channels. Uncovers financial solutions through conversations and recommends credit union products and services that support the member's financial goals. Maintains current knowledge of all credit union services, policies, and promotions. Completes transactions with minimal errors according to established Credit Union policies, procedures and regulations.
• Analyze and process loan applications. Obtain necessary documentation for each loan type and submit completed loan requests to loan officers for approval.
• Assists members with opening, servicing, and closing of credit union accounts. Enroll members in credit union programs and services, providing accurate information, guidance, and documentation on products selected.
• Performs a variety of miscellaneous tasks including keyboarding, filing, computer input and answering the phone.
• Assists members and potential members through all communication channels; answers questions about products, services, and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Performs Teller/Senior Teller/Member Relations Associate duties/responsibilities when needed. Travels to branches when needed.

Benefits:

• Excellent medical, dental, and vision plans
• Health reimbursement account
• Flexible Spending and Dependent Care Accounts
• Group Term Life Insurance
• Short-Term and Long-Term Disability
• Paid time off
• 401k Plan with company match
• Travel reimbursement

Position Hours:

• Mondays through Thursdays: 8:45 am-5:30 pm
• Fridays: 8:45 am-6:00 pm
• Saturdays: 9:00 am-12:00 pm (on rotation)

Qualifications:

• Must have lending experience, AND
• Must have experience being a teller OR being in a call center
• Personal Banker (Platform) experience preferred
• High school diploma or GED required
• Must be willing to travel to all branches
• Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative.
• Excellent written and verbal skills
• Ability to prioritize and manage multi-functional tasks.
• Bilingual (English & Spanish) skills are a plus but not required

People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state or local laws.