Universal Banker - Float
Company: Teachers Credit Union
Location: South Bend
Posted on: May 21, 2023
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Job Description:
We are searching for an experienced Universal Banker - Float.
South Bend, IN Essential FunctionResponsible for providing high
quality service on a wide variety of general financial services.
This role is also responsible for the sales and servicing of all
credit union products and services, while focusing on building
relationships and expanding TCU's wallet share. Will float between
designated service centers and provide support to multiple branch
locations as needed.Primary Responsibilities & Duties1. Maintains a
high level of member service in accordance with the TCU Service
Expectations.2. This position will perform a broad variety of
member service functions with accuracy and in a timely manner.
These functions may include, but are not limited to, cash handling,
financial transactions, account maintenance, opening new accounts,
operating an ITM (Interactive Teller Machine) and supporting MCC
(Member Contact Center)3. Responsible for maintaining a high level
of confidentiality about member account information.4. Meets or
exceeds established referral and sales goals, by listening for
clues in conversations, asking open-ended questions, assisting with
product promotions, or referring the member to the appropriate
partner to address their need.5. Assists in outbound call efforts
by reviewing, updating and calling on prospect lists, following up
with members and calling on call campaigns regularly.6. May assume
additional retail functions including, but not limited to drawer
audits, member account maintenance, and vault duties.7. Complies
with the credit union Check Cashing, Cash Control and Transaction
Approval Limits policies. For example, Reg CC, SAR, CTR, Check
handling, Reg D, BSA and etc.8. Volunteers for special projects
within the scope of job responsibilities.9. Responsible for problem
solving through research, using open-ended questions, and
consistent follow up to ensure member satisfaction.10. Assumes
additional duties and responsibilities as assigned by
supervisor/manager and as necessary for the continued growth and
advancement of the Credit Union.Specific Skills --- Excellent human
relation skills needed to interact with the membership in a
professional environment including listening skills, and
verbal/written communication --- Ability to proactively problem
solve by demonstrating concern and empathy while seeking a solution
that is in the best interest of the member and TCU. --- High level
of TCU product knowledge with a full understanding of needs-based
selling. --- Proficient cash handling skills. --- Ability to work
in a fast-paced diverse and universal environment. --- Practical
application and general understanding of various computer
applications --- Ability to lift to 15 pounds at times due to coin
bags and boxes of rolled coin.Accountability --- Responsible for
using product knowledge to cross-sell and clearly communicate
product features to staff and members. --- Must have a full
understanding of needs-based selling, practice and use of
Relationship Building with Conversations techniques in accordance
with TCU's Sales Process. --- Responsible for daily decisions made
within established guidelines set by the supervisor/manager,
meeting pay-for-performance goals and displaying a positive image
of the Credit Union. --- Accountable for understanding and applying
TCU policies and procedures relating to the Bank Secrecy Act
(BSA/AML, CIP and OFAC). Responsible for using all identified
security precautions about cash, checks and account management. ---
Accountable for Performance Management Goals as agreed upon with
Supervisor. Minimum Requirement --- High School Diploma, GED or
equivalent certification. --- Six months of retail sales and/or
cash handling experience or equivalent experience within a
financial institution or related field preferred.Non-Exempt Hourly
WageStarting at a minimum of $18.31 an hour and higher. Our company
provides equal employment opportunities (EEO) to all employees and
applicants for employment without regard to race, color, religion,
sex, national origin, age, disability or genetics.
Keywords: Teachers Credit Union, South Bend , Universal Banker - Float, Other , South Bend, Indiana
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