Cadre
Are you a Direct Hire – Universal Banker who has strong overall math skills? Are you a Direct Hire – Universal Banker who is looking for an opportunity with a company that offers great benefits?
Our client is a full service credit union.
WHAT YOU WILL BE DOING:
As a Universal Banker, you will be responsible for fulfilling the member’s transactional, new accounts and consumer lending needs along with promoting products and services.
- Assist members with transactional needs in person and over the phone such as deposits, withdrawals, loan payments, check cashing, transfers, etc.
- Assist members with stop payments, account research, ACH items, pre-authorized transfers, wire transfers, account discrepancies and other account maintenance items
- Assist members with their deposit side needs including IRA/HSA products, deceased accounts and trust accounts
- Assist members with their consumer loan needs such as signature loans, consolidations loans and secured loans
- Interpret key documents and makes decisions based on policies and member data
- Promote applicable credit union products and services along with necessary information suited to members’ needs
- Focus on building financial relationships with members while using a member advocacy approach
- Spot needs and refer members to Mortgage Lenders, Financial Solutions Representatives and Commercial Lending
- Correspond with membership on eligibility requirements for accounts, loans and denials of credit
- Balance a cash drawer
- Assist the branch with opening and closing procedures
- Strive to help the members from start to finish with all of their banking needs
WHAT YOU NEED:
- 3-6+ months of banking or financial industry experience
- MSWD and Excel skills
- Valid driver’s license and proof of insurance
- Comfortable working in an environment where ideas are shared
- Friendly, personable and easygoing
- Outstanding customer service and relationship building skills
- Work with internal and external customers
- Self-motivated with the ability to react to change, feedback/critique quickly and positively
- Good math skills
- Ability to examine documents closely for accuracy
- Comfortable suggesting products and services that work best for the customer
- Ability to handle highly confidential information
- Strong organizational skills and high attention to detail
- Team player and strong work ethic
- Okay with travel to other locations as needed
WHAT YOU GET:
- Their mission statement states they like to have fun
- Slogan is people helping people
- Great work/life balance
- Company likes to give back to the community
- Health insurance
- Dental insurance
- Life insurance
- Disability insurance
- Paid holidays
- Paid vacation
- Sick time
- 401(k)
GENERAL INFORMATION:
Hours: 8:00am – 5:00pm Monday – Friday, rotating Fridays 9:00am – 6:00pm and will also work every 2 months Saturdays 8:15am – 12:45pm, contact us for additional details
Length: Direct Hire
Pay for the Universal Banker position: Based on experience, contact us for details
Location: Neenah, WI
Job ID: 140518
Job descriptions may not include every responsibility or qualification of the position.
Cadre is an Equal Opportunity Employer.