Senior Personal Service Counselor (Universal Banker)
Together Credit Union
St. Louis, MO
29 days ago
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Job Description
Join Together Credit Union as a Senior Personal Service Counselor (Universal Banker) and play a vital role in assisting members with their savings and lending needs. You will lead a team, exceed sales goals, and build lasting relationships while providing exceptional service in a collaborative environment.
Key Responsibilities
Assist members in savings and lending functions
Train, lead, and coach staff to exceed sales goals
Process financial transactions accurately
Build relationships with members and identify financial needs
Open and maintain member accounts, including IRAs
Perform underwriting and document loans
Follow up on membership appointments and loan leads
Participate in community events to promote Credit Union
Prepare management reports
Required Qualifications
High school diploma
Minimum of 4 years of related professional experience
Federal registration with the Nationwide Mortgage Licensing System and Registry (may be obtained after hire)
Notary Public Certifications (may be obtained after hire)
Preferred Qualifications
Knowledge of Credit Union products and services
Interpersonal skills to influence and build rapport
Organizational, listening, problem solving, and communication skills