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Senior Personal Service Counselor (Universal Banker)

Together Credit Union

St. Louis, MO
27 days ago

Job Description

Join Together Credit Union as a Senior Personal Service Counselor, where you'll assist members with savings and lending functions while leading and mentoring your team. This role emphasizes relationship-building, exceptional customer service, and driving sales growth, all within a collaborative branch environment.

Key Responsibilities

  • Assist members in all phases of savings and lending functions
  • Train, lead, and coach team members
  • Process financial transactions accurately
  • Build relationships with members and identify financial needs
  • Perform underwriting and document loans
  • Follow up on loan performance and membership appointments
  • Prepare various management reports
  • Participate in community events to enhance business opportunities

Required Qualifications

  • High school diploma
  • Minimum of 4 years of related professional experience
  • Federal registration with the Nationwide Mortgage Licensing System and Registry
  • Notary Public Certifications (may be obtained after hire through training)

Preferred Qualifications

  • Passionate commitment to deliver exceptional service
  • Strong interpersonal skills
  • Organizational, listening, problem solving, and verbal and written communication skills