Job description

Sr. Personal Service Counselor (Universal/Relationship Banker)

Job Summary

Delivers a personal service experience built on credit union advocacy, financial guidance and relationships that empower members to achieve their best life.

Primary Responsibilities

• Engages with membership to build relationships, identifies financial needs and opportunities, and refers appropriate products and services that are in the best interest of the member.

• Performs financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner, provides supporting documents and proper documentation in member files, as defined by regulatory requirements and savings and lending policies and procedures and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act), responsible for daily balance of cash drawer.

• Works universally and collaboratively to achieve overall branch objectives.

• Proactively follows up on existing and potential membership appointments, loan leads and promotes the Credit Union to grow the business through outbound calls, community outreach and networking.

• Researches, troubleshoots, and resolves member inquiries and concerns.

• Maintains current knowledge of credit union products and services, procedures, policies, promotions and integrates them into daily activities and member conversations.

• Serves as primary trainer, a point of contact and on-going resource (or mentor). Provides management feedback regarding training and performance of branch personnel.

• As designated and in absence of management is responsible for cash management activities, various reports, escalated member concerns, safety and security of the branch and participates in community events to enhance business partnership opportunities.

• Protects the Credit Union, all its assets and maintains member privacy by complying with safety, security, and legal and regulatory requirements.

• Completes all other tasks, assignments or functions as assigned and/or required.

​Qualifications

• H.S. Diploma or GED

• 2-3 years of relevant experience preferred; cash handling, customer service, and demonstrated success in meeting goals.

• Experience in financial services and with technology is an asset.

• Passionate commitment and drive to deliver exceptional service to internal and external members.

• Interpersonal skills, including the ability to influence and build rapport

• Courage and confidence to initiate conversations with members.

Job Type: Full-time

Pay: From $19.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Experience level:

• 1 year

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday
• Weekend availability

COVID-19 considerations:
Masks are not required at this time.

Ability to commute/relocate:

• Cedar Hill, TX 75104: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Cash handling: 1 year (Preferred)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: One location

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