Job Description
PRIMARY PURPOSE: The Float UBA will assist members in assigned branches in or around the Twin Cities, in the National Contact Center, or via the Personal Teller Center where needed. This position is responsible for acquiring, expanding, and enriching current and future member relationships by assisting and educating members in opening and managing their accounts and finances, building long-term relationships, and cross-selling the products and services that will help them be financially successful. Providing personalized, professional service to all members in an exceptional manner, and seeking out opportunities for additional business.
Hours: Monday - Friday 8:45am - 5:15pm, every other Saturday 8:45am-1:15pm Pay Range: $22.25-$23.50/hr plus incentives and 3% annual target bonus. The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
ESSENTIAL FUNCTIONS: - Assist members with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Proactively educate members on the features and benefit of the Credit Union’s products and services and actively cross sell and make qualified referrals for additional appropriate loan, deposit and fee income products and services.
- Establish trust and lasting relationships with members by building a personal connection through engagement, education, asking open-ended questions, listening, and having a consultative approach.
- Maintain a healthy sales pipeline by collecting member contact information and scheduling follow-ups for individuals who have a further need for engagement.
- Refer members to financial experts, as needed (e.g First Mortgage and Financial advisors).
- Properly diagnose and perform research to resolve moderately complex member issues including communicating with other departments for issue resolution.
- Assist, serve, and follow up as necessary with members who have fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types to meet their continued needs and provide exceptional service.
- Support the branch community by being involved in Wings sponsored events and/or community events.
- Stay current on all Wings promotions and participates in contests and activities to support the goals.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Supportive of a diverse and inclusive working environment.
- Local travel will be required in the Minneapolis-St Paul metro area.
- Perform other duties as assigned.
Qualifications: - High School diploma required; some college experience preferred.
- Proven sales skills and 1 year member service or retail banking experience preferred.
- Cash handling experience preferred.
- Knowledge of banking and/or credit union regulations, preferred.
- Experience recommending products and plans to improve a member’s financial position, preferred.
- Required to obtain or possess a Mortgage Loan Originator (“MLO”) unique qualifier (NMLS registration number). Must have the ability to successfully complete all MLO Registry requirements, including passing background and credits checks and submitting to fingerprinting and to any other requirements of the rules enacted pursuant to the S.A.F.E. Act.
- Bondable.
Skills/Abilities/Competencies: - Ability to work efficiently in a fast-paced and sometimes stressful environment while having the desire to maintain quality of service.
- Always convey professional image by being respectful, courteous, and considerate of members and co-workers through verbal and non-verbal communications, adhering to dress code and maintaining a clean and organized workspace.
- Proficient with MS Office products and general office equipment.
- Comfortable and confident with self-service technology.
- Good organizational skills, detail oriented with strong emphasis on accuracy and integrity.
- Ability to maintain composure, and problem solve with a positive solutions-oriented mindset.
- Demonstrated attention to detail, reliability, and personal accountability.
- Excellent verbal and non-verbal communication skills.
- Member Focused: Proven ability to build strong customer/member relationships and delivering customer/member-centric solutions.
- Collaborates: Known for building partnerships and working collaboratively with others to meet shared objectives.
- Action Oriented: Proven track record of taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
- Situational Adaptability: Ability to adapt approach and demeanor in real time to match the shifting demands of different situations.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BENEFITS: - Generous 401(k) match
- 401k Discretionary Profit Sharing
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short Term and Long Term Disability
- Health Savings Account with company contribution
- Employee Assistance Program
- Paid Vacation, Sick, Floating Holidays and Volunteer Time Off
- Paid Holidays
- Tuition Reimbursement
- Paid Parental Leave
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Job Tags
Temporary work, Local area, Monday to Friday, Shift work,