Universal Banker

Position: Universal Banker
Type: Full-Time
Department: Member Services Department
Location: 12054 Starcrest Dr., San Antonio, TX 78247 (STMA Warehouse)

With an established management team, Nizari seeks a highly motivated and experienced Universal Banker for its new San Antonio location.

Function

The Universal Banker is responsible for maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts, processing, and funding loans, and helping members with their investments. The primary goal is to provide excellent member service while achieving sales targets and promoting the credit union’s products and services. Must be a team player and be able to work closely with other team members to ensure that the credit union policy and procedures are followed and that all member interactions are handled professionally and efficiently. The role may provide support and coverage to tellers and other branches.

Responsibilities

• Ensures that services are provided in accordance with established Credit Union policies and are legally compliant. Ensures that interviews and service requests are properly documented.
• Provides exemplary member service by professionally identifying opportunities to improve the member’s financial well-being.
• Accountable for the personal achievement of monthly new account and loan production as assigned by management.
• Process loan applications and support all clerical functions for a loan in accordance with credit union procedures.
• Process deposits and pay out funds in accordance with credit union procedures, to record all transactions accurately and balance each day’s operations.
• Receive cash and checks for deposit, verify amounts, and look for check endorsements.
• Examine cash carefully to guard against acceptance of counterfeit checks.
• Accurately process teller transactions and issue customer receipts.
• Cross-sell bank services and products.
• Perform other tasks requested by supervisors as they relate to the credit union and its functions.
• Attend and represent Nizari PFCU at events and trade shows.

Qualifications and Experience Required:

Education/Certification:
Four-year degree in Accounting/Finance

Required Knowledge:
General knowledge of Credit Union consumer products and services.

Experience Required:
Previous experience with a full-service financial institution preferred.

Skills/Abilities:
• Good organization skills and attentive to detail.
• Proficient typing abilities.
• Able to operate related computer applications, and related business equipment including telephone, calculator, etc.
• Cooperative, able to coordinate well with others.
• Bilingual in English and Urdu/Hindi preferred.

COMPENSATION:
Nizari is committed to investing in all its employees’ training, development, and well-being. Nizari offers a competitive salary plus benefits.
Benefits include:
• PTO
• 401K plan
• Tuition reimbursement
• Medical and dental insurance plan
• Employee loan discounts are available from time to time
• Bonus

About Us

Nizari Progressive Federal Credit Union (‘Nizari’) is a member-owned financial institution with about $350 million in assets. We serve over 17,000 members across the United States of America.

Have a question?

Please contact us or call our Sugar Land branch at (281) 921–8500 to learn more.