Universal Banker
Core
Assist members with account functions, process consumer loan applications, and handle monetary transactions to meet branch performance standards.
Role type
entry-level universal banker
Builds
consumer loan applications, member accounts, and financial transactions
Domain
banking / credit union
Required skills
cash handling, account opening/closing, loan application processing, cross-selling, problem resolution, basic math, reading forms
Preferred skills
customer service, counseling, sales goals achievement
Responsibilities
Interview members and process consumer loan applications, conduct member account functions, receive and verify cash and negotiable instruments, answer questions about products and services, resolve problems within authority limits, balance transaction input daily
Seniority
Entry-level, 1-3 years experience