Senior Personal Service Counselor (Universal Banker)
Together Credit Union
St. Louis, MO
27 days ago
Job Description
As a Senior Personal Service Counselor, you will assist members with their savings and lending needs while training and coaching team members. This role emphasizes building relationships and providing exceptional service, ensuring a positive experience for all customers.
Key Responsibilities
Assist members in savings and lending functions
Train, lead, and coach team members
Process financial transactions accurately
Build relationships with members to identify needs
Open and maintain member accounts
Educate members on Credit Union products
Perform underwriting and document loans
Follow up on membership appointments and loan leads
Participate in community and onsite 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)