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3 дня назад

Universal Banker (Fintech)

22 - 24$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Universal Banker (Banking): Supporting members with deposits, withdrawals, account opening, credit applications, financial education, and personalized banking services with an accent on relationship building, consultative sales, compliance, and issue resolution. Focus on managing sales follow-ups, referring members to financial experts, providing notarial services, and protecting member assets through risk and compliance procedures.

Location: 835 W Northland Ave, Appleton, WI 54914, USA. On-site schedule: Monday–Friday, 8:45am–5:15pm, and every other Saturday, 8:45am–1:15pm.

Salary: $22.25–$23.50 per hour, plus incentives and a 3% annual target bonus.

Company

hirify.global and Wings Credit Union joined forces in January 2026 to expand resources and provide member-focused banking services.

What you will do

  • Assist members with deposits, withdrawals, check cashing, account opening, service requests, and credit applications.
  • Educate members about banking products and services, cross-sell appropriate solutions, and make qualified referrals.
  • Build lasting member relationships through consultative conversations, follow-ups, and personalized service.
  • Research and resolve moderately complex account issues, including fraud, forgery, deceased accounts, retirement services, and business needs.
  • Provide notarial services, support branch and community events, and assist other Retail Delivery teams when needed.
  • Follow risk, privacy, compliance, and asset-protection policies while meeting established sales goals.

Requirements

  • High school diploma required; some college preferred.
  • One year of member service or retail banking experience, sales skills, and cash-handling experience preferred.
  • Knowledge of banking or credit union regulations and experience recommending financial products preferred.
  • Strong member service, communication, organization, accuracy, problem-solving, and teamwork skills.
  • Proficiency with Microsoft Office, general office equipment, and self-service technology.
  • Must obtain or possess an MLO unique qualifier and complete all applicable S.A.F.E. Act registry requirements; a notary license is required upon hire.

Culture & Benefits

  • Health, dental, vision, life, short-term disability, and long-term disability insurance.
  • 401(k) match, discretionary profit sharing, and a health savings account with company contribution.
  • Paid vacation, sick leave, holidays, floating holidays, volunteer time, and parental leave.
  • Tuition reimbursement and an employee assistance program.
  • Opportunities to participate in sponsored and community events.

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