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Universal Banker

PROVIDENT CREDIT UNION
Posted 10 days ago, valid for 17 days
Location

San Jose, CA, US

Salary

$27.5 per hour

Contract type

Full Time

Retirement Plan
Paid Time Off
Tuition Reimbursement
Flexible Spending Account

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Sonic Summary

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  • The Universal Banker position is located in San Jose, CA, offering a full-time role with a salary of $27.50 per hour.
  • Candidates should have at least 1 year of experience in financial services, specifically in banking or credit unions, along with sales and service experience.
  • The role involves opening new products, processing transactions, and providing exceptional member service while achieving individual sales goals.
  • Applicants should possess strong communication skills, computer literacy, and a willingness to travel to other locations as needed.
  • Provident Credit Union offers a supportive and inclusive work environment with benefits including medical coverage, a 401(k) plan, and opportunities for career advancement.

Job DetailsJob Location: San Jose, CA 95110Position Type: Full TimeSalary Range: $27.50 - $27.50 HourlyUNIVERSAL BANKER - Full Time (North San Jose, CA)   Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed. Why Provident? Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US.  We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better.  Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.   Our values are: Listen Get Better Do What’s Right Education / Work Experience / Skills / Abilities: Bachelor’s degree preferred 1+ years in financial services experience in banking or credit union 1+ years of sales and service experience with proven results Experience making effective outbound telephone calls Experience with Real Estate and Consumer Loans Experience with business banking products and relationships Experience with cash handling/teller transactions/loan funding Experience in working in a team environment and developing relationships Excellent listening and speaking skills Excellent written communication skills Computer literacy skills and proficient in Windows and Microsoft Office Understand and adhere to BSA and OFAC policy and procedures including: •           CTR requirements •           CIP requirements •           CDD requirements •           OFAC verification requirements •           Reporting suspicious activity •           Maintaining records on negotiable instrument Licenses/Certifications: - NMLS – National Mortgage Licensing System and Registry to obtain within 30 days of hired - Medallion Stamp Certification to obtain within 120 days of hired   Travel Details / Schedule: Travel:  Required to travel to other Provident locations outside of home branch Required to attend offsite training, meetings, or events Work Schedule: Full-time; 40 hours a week Monday - Friday 9:15am - 6:15pm & some Saturdays 8:45am - 4:30pm Company Benefits you will enjoy: Quality medical, dental and vision care coverage 401(k) retirement plan with up to 150% matching employer contributions Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses Annual discretionary bonus Employee referral bonus Generous paid time off and paid holidays Flexible spending accounts Short and long-term disability coverage Life and AD&D insurance Provident membership Rate discount on home, auto loans and personal loans Opportunity to use company owned condo in Maui and Lake Tahoe Compensation: Pay Grade is P1.  This position is eligible for our twice a year discretionary bonus. Targeted Base Pay:  $27.50 per hour   Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally.   Provident is an Equal Opportunity Employer We are a winner of the Bay Area News Group Top Work Place in 2017 - 2026. Check us out on Glassdoor!   Qualifications   




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