Universal Banker
Company: People First Federal Credit Union
Location: Allentown
Posted on: June 1, 2025
Job Description:
Description:People First FCU is looking for a high-energy,
experienced Universal Banker to join our team. The Universal Banker
position performs Teller, Lending (Platform), and Call Center
duties. The Universal Banker will help fill in at all our branches
throughout the Lehigh Valley. Tasks include, but are not limited
to, answering a high volume of calls, greeting members, opening
accounts, cross-selling, developing member relationships, servicing
accounts, cashing checks, withdrawals, deposits, and loan payments.
The Universal Banker investigates and resolves account issues or
inquiries and promotes products and services by referring current
or prospective members to other departments within the
organization.
The preferred candidate MUST have lending experience. The candidate
MUST also have either teller OR call center experience.
Duties and Responsibilities:
- Delivers an exceptional member experience by actively listening
to our member's needs through various communication channels.
Uncovers financial solutions through conversations and recommends
credit union products and services that support the member's
financial goals. Maintains current knowledge of all credit union
services, policies, and promotions. Completes transactions with
minimal errors according to established Credit Union policies,
procedures and regulations.
- Analyze and process loan applications. Obtain necessary
documentation for each loan type and submit completed loan requests
to loan officers for approval.
- Assists members with opening, servicing, and closing of credit
union accounts. Enroll members in credit union programs and
services, providing accurate information, guidance, and
documentation on products selected.
- Performs a variety of miscellaneous tasks including
keyboarding, filing, computer input and answering the phone.
- Assists members and potential members through all communication
channels; answers questions about products, services, and resolves
problems that are within their authority to resolve; refers
problems that are beyond their authority to their supervisor, along
with their recommendations.
- Performs Teller/Member Solutions Representative/Member
Relations Associate duties/responsibilities when needed. Travels to
branches when needed.
Benefits:
- Excellent medical, dental, and vision plans
- Health reimbursement account
- Flexible Spending and Dependent Care Accounts
- Group Term Life Insurance
- Short-Term and Long-Term Disability
- Paid time off
- 401k Plan with company match
- Travel reimbursementRequirements:Position Hours:
- Mondays through Thursdays: 8:45 am-5:30 pm
- Fridays: 8:45 am-6:00 pm
- Saturdays: 9:00 am-12:00 pm (on rotation)Qualifications:
- Must have lending experience, AND
- Must have experience being a teller OR being in a call
center
- Personal Banker (Platform) experience preferred
- High school diploma or GED required
- Must be willing to travel to all branches
- Professional, well-developed interpersonal skills essential for
servicing Credit Union members and projecting a positive image as a
credit union representative.
- Excellent written and verbal skills
- Ability to prioritize and manage multi-functional tasks.
- Bilingual (English & Spanish) skills are a plus but not
requiredPeople First provides equal employment opportunity to all
employees and applicants for employment. People First prohibits
discrimination and harassment based on race, color, religion, age,
sex, national origin, disability status, genetics, protected
veteran status, sexual orientation, or any other characteristic
protected by federal, state or local laws.
Compensation details: 26-27.5 Hourly Wage
PI6e687d8b2b3b-37248-37709974
Keywords: People First Federal Credit Union, Bloomfield , Universal Banker, Other , Allentown, New Jersey
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