Senior Universal Banker (UBIII)
:
Millbury Federal Credit Union's mission is to provide excellent member service in our community!
We are looking for a Senior Universal Banker (UBIII) that will support our mission by providing excellent service, exceptional products while building relationships by understanding our members' financial goals. The Universal Banker III is located at our Worcester Office and reports to the Branch Manager or the Assistant Branch Manager.
Summary : Reports to AVP/Sr. Branch Manager or assignee. The Senior Universal Banker (UBIII) is the acting supervisor in the absence of the Branch Manager and Assistant Branch Manager. They quickly identify problems, diffuse conflict, and provide solutions for both members and staff. The Senior Universal Banker (UBIII) is well-versed in MCU's products and services and provides leadership to the branch team in generating business partner referrals and consultative sales. The Senior Universal Banker (UBIII) is responsible for helping management develop, implement, and monitor new procedure, policy and compliance related processes, coaching and training of staff and all tasks related to servicing the credit union's members.
This is a full-time, Monday thru Friday, including every other Saturday, in-person position located at MCU 460 West Boylston Street, Worcester, MA
Essential Functions and Activities:
- Demonstrates exceptional member service skills both on the phone and in-person.
- Proven ability to open complex accounts. Performs all types of account maintenance.
- Assesses and interprets legal documents including power of attorneys, court appointed fiduciaries, trusts, and representative payees. Process all related transactions according to credit union policy and Federal/State laws.
- Processes, prepares and closes consumer loans.
- Proven ability to meet or exceed sales goals. Assists Management team in educating, coaching, and motivating staff to recognize and fulfill branch referrals and sales goals.
- Establishes, develops, and retains relationships with existing and potential members.
- Leads by example. Offers support, guidance, and training to branch team.
- Assists team with managing branch cash flow and reconciliation of the branch, cash vaults, teller cash recycler, ATM and coin machine. Maintains a cash drawer and/or cash vault as needed.
- Adheres to MCU's policies and procedures and required banking regulations. Completes annual training to maintain knowledge.
- Displays a high level of confidentiality and tact.
- Assists in community events to increase credit union's outreach and foster new business opportunities.
- Assumes additional responsibilities as requested.
Knowledge and Experience
- Minimum 3 years banking experience with proven supervisory experience.
- Excellent member service skills.
- High School diploma required. Associates or Bachelor's degree preferred.
- Excellent written and verbal communication skills. General math and computer understanding.
- Well organized, detail oriented, flexible, able to effectively handle stress and multitask.
- Ability to work independently and function as a team player.
- Knowledge of credit union/banking products and regulations.
- Medical, Dental, Vision
- 401(k) Retirement Plan
- Tuition Assistance Program
- Vacation, Personal and Sick time off and Paid Holidays
MCU promotes community involvement through company-wide initiatives and locally supported programs. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. To express interest in and be considered for a position, please complete the on-line employment application including your resume by visiting our website at
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