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, train and mentor staff, and actively build relationships to enhance member experience. This role is key in achieving branch objectives and promoting products that meet members' financial needs.
Key Responsibilities
Assist members in savings and lending functions
Train, lead, and coach team members
Process financial transactions and provide information to customers
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 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)
Interpersonal skills including the ability to influence and build rapport
Organizational, listening, problem solving, and communication skills
Preferred Qualifications
Passionate commitment to deliver exceptional service
Courage and confidence to initiate conversations with members