Job Description
Job Description
Role:
The Universal Banker II is a seasoned sales and service professional and is responsible for cultivating, maintaining and enhancing long lasting relationships with existing and prospective members. This is achieved by providing exceptional service and meeting all financial needs of each member through the servicing of existing products and services, making new product and service recommendations and completing member requests.
Performs functions to provide the highest level of service and responsiveness to credit union members, within scope of authority and expertise.
Essential Functions & Responsibilities:
Consistently executes appropriate behaviors consistent with Align CU's values and member service standards to deliver exceptional member experiences.
Proactively connects with members to deepen relationships through needs-based conversations.
Achieves all assigned member service and sales goals.
Acquires and maintains all member relationships over the entire lifecycle of the member by identifying and understanding the financial needs of the member.
Recommends appropriate solutions to meet member needs. Consults with and/or makes referrals to product specialists who can assist with meeting specific member needs such as wealth management, real estate and commercial lending, etc.
Completes all member requests including, but not limited to, account opening, personal, automobile, and equity loan applications and closings, mortgage applications, servicing requests, issuing and maintaining debit cards, and routine banking transactions. (deposits, withdrawals, loan payments, check cashing, etc.)
Participates in the branch's operational tasks such as audits, cash settlements, ATMs, and cash recyclers, for dual control purposes.
Participates in opening and closing branch procedures.
Develops and deepens member relationships by taking ownership to resolve member issues efficiently. Assists members with basic to complex situations.