Universal Banker

February 06, 2023 7:01 PM | Anonymous

Universal Banker

For job locations please visit: www.centralfcu.com/careers



JOB STATUS: Non-Exempt

REPORTS TO: Assistant Branch Manager


PRIMARY FUNCTIONS: Assist members with all account transactions (deposits, withdrawals, transfers, payments, etc.) and basic servicing of all deposit accounts and loan products, referring to management, coworkers or specialists as appropriate.  Perform a variety of duties promoting all Central One and CUSO services to new and existing members.

SCHEDULE: Variable schedule (Monday, Tuesday, Wednesday, Friday 7:45am – 5:15pm; Thursday 7:45am – 6:15pm, Saturday 8:15am – 12:15pm) with a minimum of two Saturdays per month 


Starting rate: $17.25 per hour with $1000 Sign on Bonus


  1. Uncover member needs by means of observation, conversation as well as review of existing profile and account(s).
  2. Process transactions and fulfill member needs, seeking support from management or coworkers as needed. 
  3. Provide basic information and service on all COFCU deposit and consumer loan products, services, policies and procedures, referring to others as necessary.
  4. Consistently strive to exceed member expectations and earn “World Class Service” rating on each interaction.
  5. Proactively promote new, and enhance existing, memberships through need-based cross-sell of Credit Union programs during daily interactions.
  6. Achieve established goals by assisting in the recommendation, explanation, and implementation of products and services that are suitable for member needs.
  7. Develop and maintain an awareness of services offered by CUSO partners, making referrals as appropriate.
  8. Provide and / or retain all necessary disclosures and documentation as required.
  9. Balance cash drawer, vault, monetary instrument inventory, Cash Recycler and ATM while settling of the day’s activities, whether individually or for the branch, as needed. 
  10. Perform BSA compliance duties as required in the Credit Union BSA Policy.
  11. Be assigned or travel to any branch including satellite offices, to represent the credit union, as needed.
  12. Stay current on job-related equipment, procedures and/or information by reading handouts/memos, attending meetings and seminars and other necessary means.
  13. Adhere to all applicable Credit Union policies, procedures and regulations.
  14. Maintain community involvement and participate in special projects, as needed.
  15. Perform other duties as requested, or assigned.


Education: High School diploma required

Experience: Appropriate experience handling cash transactions in a financial institution or retail environment.  Demonstrated reliable work history required. Two years’ experience in a customer service department of a credit union, financial institution, or related knowledge preferred.   

Skills: Must be able to work efficiently and accurately in a fast-paced environment.  Analytical skills, ability to cross-sell and interact professionally face-to-face.  Proficiency in the use of general office machines and computers, along with basic skills in Microsoft Word/Outlook required. 

Traits: Ethical, self-motivated, empathetic, trustworthy, accurate, confident, extroverted, capacity to work well with others, professional, dependable, flexible, maintains confidentiality.


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