Description

We are in search of a Universal Banker to join our team in Auburn, Massachusetts. In this role, you will be integral to our Credit Union operations, assisting with various account transactions, consumer loan products, and member services. This position offers a contract to permanent employment opportunity, where you will be expected to employ your skills in cash handling and customer service to ensure smooth operations and high member satisfaction.

This role primarily involves assisting members with various financial transactions, opening and servicing deposit accounts, consumer loans, and a range of other financial products such as Mortgages, IRAs, and Business accounts. It includes providing consultations, promoting Credit Union and CUSO services, and achieving sales and service goals.

Responsibilities include processing loan applications, maintaining compliance with regulations, balancing cash drawers, and occasionally supervising branch activities.

Key Responsibilities:

• Facilitate member transactions (deposits, withdrawals, transfers, payments, etc.).

• Open and service deposit accounts, consumer loans, and related financial products.

• Conduct needs-based analysis to recommend suitable products and services.

• Resolve member inquiries with a focus on cross-selling and exceeding service expectations.

• Ensure accuracy during loan and account processing while maintaining compliance with regulations.

• Balance cash and oversee daily branch operations when necessary.

• Build product knowledge, including IRAs, mortgages, and business solutions, and act as a referral point when needed.

• Travel to represent the Credit Union at different branch locations as required.

  Requirements • Minimum 1+ years of experience as a Universal Banker or similar role in the banking industry

• Proven experience with cash activity, including cash handling and bank deposits

• Exceptional customer service skills, including the ability to communicate clearly and professionally

• Knowledge of Credit Union products and services is highly desirable

• Ability to handle sensitive and confidential information with discretion

• Proficient in using banking software and other related computer applications

• Strong mathematical skills for the accurate handling of cash transactions

• Excellent problem-solving skills to assist customers with their financial needs

• Ability to multi-task and prioritize work effectively

• High school diploma or equivalent required, Bachelor's degree in finance or related field is a plus

• Must comply with all Credit Union policies and procedures, including those related to compliance and internal controls.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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