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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 their financial needs while leading and mentoring your team. You'll play a crucial role in delivering exceptional service and driving branch success through relationship building and product education.

Key Responsibilities

  • Assist members with savings and lending functions
  • Train, lead, and coach team members
  • Process financial transactions accurately
  • Build relationships with members and identify financial needs
  • Open and maintain member accounts
  • Educate members on Credit Union products and services
  • Perform underwriting and document loans
  • Follow up on membership appointments and loan leads
  • Maintain daily cash drawer balance
  • Participate in community outreach and events

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)

Preferred Qualifications

  • Passionate commitment to exceptional service
  • Strong interpersonal skills
  • Problem-solving skills
  • Effective verbal and written communication skills