Top 45 Member relationship advisor i (universal banker) Jobs

Universal Banker / Member Advisor
Stanford Federal Credit Union —Stanford, CA
- $29 - $32 an hour
- Full-time
- Spanish
- Research
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Universal Banker
Wings Credit Union —Thief River Falls, MN
- $22.25 - $23.50 an hour
- Full-time
- Research
- Mid-level
- High school diploma or GED
- Profit sharing
- Paid parental leave
Quick Apply
14d
Universal Banker
Northwest Bank —Columbus, OH
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
5d
Universal Banker-Digital (Member Experience Advisor II-Digital)
VERVE A CREDIT UNION —Oshkosh, WI
- Full-time
- Mid-level
- Office
- High school diploma or GED
Universal Banker
Northwest Bank —Fishers, IN
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Member Relationship Advisor I - (Universal Banker)
Navigant Credit Union —Glocester, RI
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Universal Banker I (Teller)
Nicolet National Bank —Green Bay, WI
- High school diploma or GED
- Business development experience
- 1 year
- Paid holidays
- Health insurance
Quick Apply
Universal Banker I
Nicolet National Bank —Oskaloosa, IA
- High school diploma or GED
- Business development experience
- 1 year
- Paid holidays
- Health insurance
Quick Apply
Universal Banker I - Full Time
Nicolet National Bank —Iowa City, IA
- Full-time
- Office
- High school diploma or GED
- Business development experience
- Paid holidays
- Health insurance
Quick Apply
Member Relationship Advisor I - (Universal Banker / Bilingual Spanish)
Navigant Credit Union —Central Falls, RI
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Member Service Advisor/Universal Banker Float - Carson City North
United Federal Credit Union —Carson City, NV
- Computer literacy
- Writing skills
- Mid-level
Universal Banker I
BANK OF THE BLUEGRASS & TRUST COMPANY —Lexington, KY
- Computer literacy
- Office
- High school diploma or GED
Quick Apply
Universal Banker I
Passumpsic Savings Bank —Littleton, NH
- $21.50 - $26.00 an hour
- Full-time
- Basic math
- Mid-level
- Office
Quick Apply
11d
Part Time Universal Banker I
Nicolet National Bank —Dubuque, IA
- Part-time
- Office
- High school diploma or GED
- Business development experience
- Paid holidays
- Health insurance
Quick Apply
Universal Banker I (Bilingual Teller)
Nicolet National Bank —Green Bay, WI
- Spanish
- English
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Universal Banker (Member Experience Advisor II)
VERVE A CREDIT UNION —Oshkosh, WI
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- AD&D insurance
Universal Banker
First Foundation Advisors —El Paso, TX
- Online Application
- Office
- High school diploma or GED
- Computer skills
- Paid holidays
- Dental insurance
Quick Apply
1d
Float Universal Banker
Security Bank of Kansas City —Gladstone, MO
- Full-time
- Basic math
- Office
- Travel
- Paid holidays
- Paid time off
Quick Apply
Senior Universal Banker (Personal Banker)
Summit Credit Union —Madison, WI
- Marketing
- Basic math
- Mid-level
- Health insurance
- Tuition reimbursement
Universal Banker II / Loan Officer
SMW Financial Credit Union —Lino Lakes, MN
- 8 hour shift
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply

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Universal Banker / Member Advisor

Stanford Federal Credit Union -
Stanford, CA

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Job Details

Full-time
$29 - $32 an hour

Benefits

AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
401(k) 5% Match
Employee assistance program
Vision insurance
401(k) matching
Paid sick time

Qualifications

Customer communication
Customer relationship building
High school diploma or GED
Cross-selling

Full Job Description

Member Advisor Opportunity at Stanford Federal Credit Union!

We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we’re non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry.

Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it’s like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives!

Who you are:

One to three years’ experience in customer service or sales related field.
High school diploma or general education degree (GED).
Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships.
Strong customer service and interpersonal skills.
Excellent communication skills, along with a demonstrated ability to meet set goals.
Ability to accurately process various types of transactions for members.
Banking or Credit Union experience is a plus.
Bilingual Spanish preferred.

What you’ll DO:

Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX.
Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM’s, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts.
Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established.
Explain membership eligibility requirements and participate in SFCU sponsored activities.
Assist with the testing of new functionality upon request.
Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
Managing the vault, cash, and audit functions for the assigned branch.
Perform traditional teller work as needed.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Some of our benefits for YOU:

100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents
Employer 401(k) matching up to 5% plus additional annual discretionary contributions
Education reimbursement up to $5,200/year
Employee recognition program with cash incentives
Commuter Toll reimbursement $100-$200/month (based on position)
Wellness Benefits up to $1,200 per year
Paid Sick Time accrues at two weeks per year
Paid Vacation Time accrues at three weeks per year
Paid Federal banking holidays (approximately 11 per year)
Ongoing training and education, seminars, and conferences
Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
Waived fees and deposit bonuses on Stanford FCU accounts
Flex health/transit plan availability
Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources

Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs.

If you are ready for this awesome opportunity (or know somebody who is) please contact us today!

Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions.

Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Quick Apply

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