Universal Banker
Core
Manage consumer loan processes from initiation to closing, handle teller transactions, and promote credit union products to members.
Role type
Universal Banker / Teller
Builds
Consumer loans, share deposits, lines of credit, and cash/check transactions for members
Domain
Financial Services / Credit Union
Deliverable
product features
Required skills
Loan application processing, customer interviewing, regulatory compliance, cash handling, vault management, ATM balancing
Preferred skills
Bilingual English/Spanish, 3-5 years in financial services or customer service
Technologies
None stated
Responsibilities
Manage consumer loan process from initiation through closing, process share deposit and loan payments, disburse cash and check withdrawals, open and balance cash drawer daily, handle Vault Teller and ATM balancing duties, initiate conversations to suggest new products, participate in outreach events
Seniority
Entry-level to Mid-level