Description
The Universal Associate serves as the primary member contact at a financial institution, combining teller operations, member service, and sales responsibilities. The role processes deposits, withdrawals, transfers, loans, checks, money orders, wires, and other account services; balances cash; verifies member identity; educates members on digital banking and financial wellness; recommends and cross-sells credit union products; generates referrals; and supports branch goals through member outreach and follow-up. A high school education or GED and at least one year of customer service experience are required, with cash handling required and sales or relationship-building experience preferred.
