Universal Banker

Responsibilities

• Manage the consumer loan process from initiation through pre-qualification to closing, including: interviewing loan applicants, preparing applications, preparing files for processing and underwriting, providing timely accurate disclosures to members, and troubleshooting issues that may arise.
• Work with members (customers) to meet their financial service needs
• Promote credit union products and services based on member's needs
• Process share deposit payments, loan payments, CD and lines of credit transactions, etc.
• Disburse cash and check withdrawals.
• Open, close, and balance cash drawer daily.
• Handle Vault Teller responsibilities and balance ATM daily.
• Initiate conversations to suggest new products and services.
• Participate in Credit Union outreach events.
• Adhere to general regulatory procedures.

Requirements

• 3-5 years in a financial institution or other customer service industry preferred
• Bilingual English/Spanish fluency
• Ability to form and maintain strong relationships with internal and external customers.

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