Job Description:

The Universal Employee assists new and existing members, in person and on the telephone, with all their financial needs, including teller transactions, member services, and loans. Duties will include opening and closing various types of accounts, processing transactions, resolving account problems, as well as providing assistance and information regarding all products and services of the Credit Union.

• Performs all teller functions, including deposits, withdrawal and loan payments, cashier's checks, and transfers. Post transactions to member accounts and maintain member records. Balance cash drawer and daily transactions ensuring accuracy.
• Greet members, in person and on the telephone while providing them with routine information concerning services. Assists members with opening and closing accounts, completing payroll deductions, direct transfers and direct deposit authorizations, answers questions about products and services and resolves problems. Perform account and file maintenance, check orders, wire transfers and all other aspects of service to our members. Actively promote marketing campaigns. Identify opportunities to Educate and Advise and identify product referral opportunities.
• Interview members, receive loan applications and process new loans. Educate and advise members to make informed decisions about their accounts to ensure our members are meeting their financial goals. Ensure that the member information is accurate and current. Answer the phone queue to assist members on the phone, as well as in person.
• Perform other job related duties as assigned

Required Skills:

• Courtesy, tact, and diplomacy are essential elements of the job.
• Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Working knowledge of established teller procedures and policies.
• Understanding of Credit Union operations.
• Communicates information and ideas in speaking so others will understand.

Required Experience:

One month to twelve months of similar or related experience.

Education: A high school education or GED.

South Milwaukee Branch is located at 1201 Marquette Avenue, South Milwaukee, WI, 53172.

Lobby hours: Monday - Thursday 9:00 a.m. - 5:00 p.m., Friday 9:00 a.m. - 6:00 p.m. and Saturday 9:00 a.m. - 12:00 p.m.

Drive-Up hours: Monday - Friday 9:00 a.m. – 6:00 p.m., Saturday 8:00 a.m.-1:00 p.m.

Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.