Landmark Credit Union Jobs

Universal Specialist

Landmark Credit Union

Universal Specialist

Posted 3 Days Ago

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Milwaukee, WI, USA

In-Office

Junior

Financial Services

The Role

Promotes and sells credit union products while performing teller transactions, opening deposit accounts, processing loan applications, handling cash, providing member service, evaluating credit applications, and cross-selling services. The role requires compliance with banking regulations, accurate cash balancing, strong communication, and the ability to work weekday shifts plus every other Saturday.

Summary Generated by Built In

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

Being bilingual, fluent in English and Spanish, is preferred.

This 40 hr/week position requires working weekday shifts and every other Saturday.

BRANCH HOURS
Monday through Thursday, 8:30 AM to 5:30 PM
Friday, 8:30 AM to 6 PM
Saturday, 9 AM to 1 PM

NATURE AND SCOPE

This position will report to the Branch Manager or Assistant Branch Manager and will overall be responsible for actively promoting and selling Landmark Credit Union’s banking products and services and performing Teller duties. This position will be working with members on opening various accounts, completion and processing of loan applications, and basic member service duties such as CD redemptions, accepting wire instructions and performing all types of cash handling / teller transactions.

REQUIREMENTS

1. High school diploma or equivalent.

2. Minimum of one-year previous teller experience within retail banking. Equivalent combination of education and experience will be considered.

3. Demonstrated ability to refer or cross-sell products and/or prior sales experience preferred.

4. Prior knowledge or the ability to quickly learn banking products including their benefits and features.

5. Must have experience or be able to gain proficiency in all programs and systems used for this job.

6. Excellent oral and written communication skills, problem solving skills, organizational skills and the ability to work independently.

7. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and all job-related State and federal laws and regulations.

8. Ability to stand for long periods of time.

PRINCIPAL ACCOUNTABILITIES

1. Learn and become skilled at opening all forms of deposit accounts, including IRA and HSAs vehicles.

2. Learn to proficiently perform loan interviewing.

3. Sell debt protection and cross-sell other credit union services.

4. Gain proficiency with credit scoring and analysis.

5. Will learn the use of the Credit Guide Scoring System to help evaluate loan applications.

6. Counsels members on the wise use of credit.

7. Provides friendly, courteous, and expedient teller and other related services to members resulting in a balanced cash drawer daily.

8. Perform all teller transactions.

9. May train to and perform overrides for other associates as needed.

10. May be required to attend training at headquarters or an off-site location.

11. Performs other duties as assigned.

EEO/Veterans/Disabled

Skills Required

High school diploma or equivalent
At least one year of teller experience within retail banking, or an equivalent combination of education and experience
Ability to refer or cross-sell products or prior sales experience
Prior knowledge of banking products, or ability to quickly learn their benefits and features
Experience with, or ability to gain proficiency in, all programs and systems used for the job
Excellent oral and written communication skills
Problem-solving skills
Organizational skills and ability to work independently
Ability to learn and comply with company policies, procedures, and applicable state and federal laws and regulations
Ability to stand for long periods
Fluency in English and Spanish

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The Company

HQ: New Berlin, WI

1,064 Employees

Year Founded: 1933

What We Do

Landmark Credit Union is a not-for-profit financial cooperative focused on serving its members by delivering great rates and low fees, providing personal service, and investing in improved member experiences.