Universal Banker

Job description

The Universal Banker at our Rimrock branch is responsible for providing accurate, prompt and friendly service to members. By engaging in meaningful conversation with members, listening carefully to members’ needs, a Universal Banker is able to perform a wide range of transactions for members with a high degree of accuracy, recommend and open new products and services, and uncover opportunities to refer members to other teammates for assistance. Individuals in this role are responsible for making decisions that help members improve their financial situation, while balancing the needs of the credit union and maintaining a proficient understanding of our products, services, and internal operations. Expected Outcomes: - Transactions are completed accurately and efficiently. - Member service is delivered in alignment with Summit’s service philosophy and standards, Service at Summit. - Members are educated on Summit’s products and services; referrals made to other teammates when applicable. - Craft and consult members on solutions that align with their financial goals. - Members are effectively served via multiple channels, including but not limited to in-branch interactions, inbound cal...