What are the responsibilities and job description for the Personal Banker / Universal Branch Advisor- Bilingual English/ Spanish position at Canvas LMS?
Personal Banker / Universal Branch Advisor- Bilingual English / Spanish
Assist Achieva in its mission to change lives for GOOD’! Team members maintain a working knowledge of all products, services, organizational policies, and procedures.
Responsible for dominating in service while cross-selling credit union solutions. Must be able to work Saturdays, travel to and provide support to surrounding market branches, as assigned.
Key Result AreasDominates in service by providing prompt, friendly, and accurate service to everyone!Serves as a well-rounded banking professional by performing a variety of member transactions, including cash / check handling, account opening and servicing, uncovering and matching financial needs to Achieva’s products and services, consumer loan origination and closing, servicing specialty accounts such as Trust and Business Accounts, etc.
Lives the Brand Frame by always Finding a Way’ to assist, providing VIP’ service, Making it Easy’ to do business, and Learning’ all about internal / external customers while promoting an environment of Trust’.
Meets loan and sales goals by Connecting’ to our customers and Guiding’ them to solutions that will change their financial lives for GOOD.
Passionate about Achieva’s brand awareness! Promotes the benefits of Credit Unions and Achieva in the surrounding community by building a pipeline of raving members, participating in Achieva’s awesome community events, and by taking advantage of business development opportunities.
Delivers professional and efficient communications for member outreach campaigns including but not limited to calling campaigns, community outreach, relationship building, and Achieva marketing brand strategies including any tracking and / or reporting.
Fosters collaboration and efficiently communicates with other branches and support departments.Maintains member confidentiality at all times.
Provides guidance to other team members.Responsible for upholding all credit union ethical standards.Represents the credit union in a courteous and professional manner.
Perform other essential job functions as required or assigned.Tenured team members may additionally
Mentor new team membersEarn Super Power skillsets, like Trainer, Certified Financial Counseling, advanced IRA Processing, etc.
Required EducationHigh school diploma or G.E.D.Required CertificationWithin first year of serving as a Universal Branch Advisor, UBAs will earn a CUNA Certified Financial Counselor designation and positioning them to provide extensive consultative services related to budgeting, credit management, and some retirement planning.
Required Experience1-2 years financial institution, retail environment, or customer service experienceRequired SkillsThe ability to multi-taskOrganizational skillsSuperior interpersonal skillsExcellent oral and written communicationsA professional demeanor, appearance, and speechThe ability to work independentlyThe ability to identify and solve problemsProficiently use common office equipment : copier, fax, scanner, telephone, Windows based PC, 10 key adding machineKnowledge and practical use of MS Office Suite.
Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Achieva Participates in E-Verify.
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