Universal Banker
Core
Front-line retail banking role handling member service, cash operations, and consumer lending for an economic justice-focused credit union.
Role type
Universal Banker (Retail Banking)
Builds
Member accounts, consumer loans, and branch cash operations
Domain
Financial Services / Credit Union
Deliverable
product features | client delivery
Required skills
Cash handling, account opening, consumer loan processing, financial counseling, regulatory compliance, basic accounting principles
Preferred skills
Bilingual English/Spanish, supervisory experience, community business development
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Greet members and process account transactions, manage consumer loan lifecycle from application to closing, handle cash drawer and vault responsibilities, provide financial counseling, promote credit union products, supervise MSR staff in absence of supervisor
Seniority
Entry to Mid-level, hands-on IC