Universal Banker

Summary

The Universal Banker is responsible for providing accurate, prompt and friendly service to members. By engaging in meaningful conversation with members, listening carefully to members’ needs, a Universal Banker is able to perform a wide range of transactions for members with a high degree of accuracy, recommend and open new products and services, and uncover opportunities to refer members to other teammates for assistance. Individuals in this role are responsible for making decisions that help members improve their financial situation, while balancing the needs of the credit union and maintaining a proficient understanding of our products, services, and internal operations. 

Expected Outcomes

• Transactions are completed accurately and efficiently.


• Member service is delivered in alignment with Summit’s service philosophy and standards, Service at Summit.


• Members are educated on Summit’s products and services; referrals made to other teammates when applicable.


• Craft and consult members on solutions that align with their financial goals.


• Members are effectively served via multiple channels, including but not limited to in-branch interactions, inbound calls/messages and outbound calls.


• Branch operations tasks assigned are completed timely and accurately.

Capability Requirements

• 2 years' sales or customer service experience required. Will consider higher education in finance/sales/marketing in lieu of experience.


• Requires education equivalent to a four-year high school education.


• Must have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.


• Professional, well-developed interpersonal skills essential for projecting a positive image as representative of the Credit Union.


• Requires judgment to solve day-to-day unique and in-depth problems within established guidelines.


• Ability to build rapport and relationships with others, comfort with proactive communication with members and non-members necessary.


• Demonstrates accuracy and attention to detail.


• Work requires basic knowledge of Microsoft Office Suite.


• Basic mathematical skills and ability to understand more complex financial concepts required.

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Additional Details

• Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, and use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.


• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.


• Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.

EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit, and business need.