Personal Banker / Universal Branch Advisor

Purpose/Duties

Assist Achieva in its mission to ‘change lives for GOOD’! Team members maintain a working knowledge of all products, services, organizational policies, and procedures. Responsible for dominating in service while cross-selling credit union solutions. Must be able to work Saturdays, travel to and provide support to surrounding market branches, as assigned.

Key Result Areas

• Meets loan and sales goals by ‘Connecting’ to our customers and ‘Guiding’ them to solutions that will change their financial lives for GOOD.
• Serves as a well-rounded banking professional by performing a variety of member transactions, including cash/check handling, account opening and servicing, uncovering and matching financial needs to Achieva’s products and services, consumer loan origination and closing, servicing specialty accounts such as Trust and Business Accounts, etc.
• Fosters collaboration and efficiently communicates with other branches and support departments.
• Represents the credit union in a courteous and professional manner.
• Responsible for upholding all credit union ethical standards.
• Lives the Brand Frame by always ‘Finding a Way’ to assist, providing ‘VIP’ service, ‘Making it Easy’ to do business, and ‘Learning’ all about internal/external customers while promoting an environment of ‘Trust’.
• Delivers professional and efficient communications for member outreach campaigns including but not limited to calling campaigns, community outreach, relationship building, and Achieva marketing brand strategies including any tracking and/or reporting.
• Passionate about Achieva’s brand awareness! Promotes the benefits of Credit Unions and Achieva in the surrounding community by building a pipeline of raving members, participating in Achieva’s awesome community events, and by taking advantage of business development opportunities.
• Dominates in service by providing prompt, friendly, and accurate service to everyone!
• Provides guidance to other team members.
• Perform other essential job functions as required or assigned.
• Maintains member confidentiality at all times.

Tenured team members may additionally:

• Earn Super Power skillsets, like Trainer, Certified Financial Counseling, advanced IRA Processing, etc.
• Mentor new team members
• Perform management duties

Required Education

• High school diploma or G.E.D.

Required Certification

• Within first year of serving as a Universal Branch Advisor, UBAs will earn a CUNA Certified Financial Counselor designation and positioning them to provide extensive consultative services related to budgeting, credit management, and some retirement planning.

Required Experience

• 1-2 years financial institution, retail environment, or customer service experience

Required Skills

• Knowledge and practical use of MS Office Suite.
• Excellent oral and written communications
• A professional demeanor, appearance, and speech
• Sharp attention to detail
• The ability to work independently
• The ability to multi-task
• The ability to identify and solve problems
• Organizational skills
• Superior interpersonal skills
• Proficiently use common office equipment: copier, fax, scanner, telephone, Windows based PC, 10 key adding machine