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Universal Banker
Location:
South Pasadena, CA
Description:
At Priority One Credit Union, all positions require candidates with a friendly, positive attitude and professional demeanor, and work experience in customer service areas. We are an equal opportunity employer and offer a competitive salary and benefits package within a friendly team-oriented environment. We provide career growth opportunities for those who demonstrate the potential and accept the challenge of responsibility. We currently have one (1) Full-Time Universal Banker position available at our South Pasadena Office. POSITION SUMMARY Responsible for performing a broad variety of member services such as assisting members with bookkeeping and checking account problems. Answers member questions regarding Credit Union services provided and performs a variety of account maintenance. Cross-sells services and performs related receptionist and secretarial functions as required. Assists or refers members with any and all questions or problems that arise. Attend to all phone inquiries and transactions for members. Assists and supports Operations staff. Assist the Call Center and handling a variety of service calls in a prompt and courteous manner. Cash Drawer handling as needed. Responsible for receiving, reviewing, and processing applications for consumer, and overdraft account loans. Refer home mortgage, and home equity loans to Mortgage Lending Officer. Meet with applicants to explain credit policies and to obtain additional loan information and documentation. Assembles and evaluates loan applications and approves those that meet initial lending criteria and are within approved lending limits. Presents loan requests above the lending limit for approval as per loan policy. Ensure that members and prospective members are promptly and professionally served. QUALIFICATIONS EDUCATION: High school graduate or equivalent. REQUIRED KNOWLEDGE: Thorough knowledge of member services and products provided. Understanding of member bookkeeping procedures. EXPERIENCE REQUIRED: One to three years of experience as a Universal Banker, preferably in a Credit Union environment or related experience. SKILLS/ABILITIES: Cash Handling experience required. Ability to interpret and apply financial information (e.g. credit scores, debt, assets, balances, payments, ratios, etc.) Solid math and bookkeeping abilities. Excellent communication and public relations skills. Strong skills in Microsoft Office programs (Word, Excel, PowerPoint, etc.) Ability to operate related computer applications and business equipment including 10-key and telephone. Excellent interpersonal skills. Well-developed sales skills. Able to remain calm, friendly, and professional through any and all situations. Creative problem solver. Superior time management skills. Thoroughness and meticulous attention to detail. Self-motivated and flexible.
Company:
Priority One Credit Union
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Universal Banker
Universal Banker is a Banking Jobs Universal Banker Job at Priority One Credit Union located in South Pasadena CA. Find other listings like Universal Banker by searching Oodle for Banking Jobs Universal Banker Jobs.
Universal Banker is a Banking Jobs Universal Banker Job at Priority One Credit Union located in South Pasadena CA. Find other listings like Universal Banker by searching Oodle for Banking Jobs Universal Banker Jobs.