Universal Banker - Senior
Listed on 2026-10-12
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Finance & Banking
Banking & Finance, Bank Customer Service, Financial Sales, Retail Banking
Ent Credit Union and Wings Credit Union joined forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more - empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership.
Join us during this transformative time and be part of shaping the future of banking!
* This position is only open to current members of the Float team. We will not be accepting applications from individuals who are not currently on the Float team.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Proactively educate members on the features and benefit of the Credit Union's products and services and actively cross-sell and make qualified referrals for additional appropriate loan, deposit and fee income products and services.
- Establish trust and lasting relationships with members by building a personal connection through engagement, education, asking open-ended questions, listening, and having a consultative approach.
- Assist in development of team members to provide training and mentoring as needed, by answering questions, reinforcing policies and procedures, and providing hands‑on support to complex decisions and issues.
- Support the Branch Manager's sales culture throughout service centers.
- Function as Manager on duty in the absence of a Branch Manager - be available for the team by having higher deposit, withdrawal and wire approval limits, handle escalations while understanding chain of command and handle scheduling conflicts that arise.
- Assigned higher transaction and fund approval limits and supervisor override ability to approve employee transactions.
- Receive direction from managers and exercise judgement within defined policies and procedures.
- Maintain a healthy sales pipeline by collecting member contact information and scheduling follow-ups for individuals who have a further need for engagement.
- Refer members to financial experts, as needed (e. g. First Mortgage and Financial advisors).
- Properly diagnose and perform research to resolve moderately complex member issues including communicating with other departments for issue resolution.
- Consistently exceeds established sales goals.
- Assist, serve, and follow up as necessary with members who have fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types to meet their continued needs and provide exceptional service.
- Support branch communities by being involved in Wings sponsored events and/or community events.
- Stay current on all Wings promotions and communicates details as needed.
- Champion contests and activities to support Float Team goals.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
- Supportive of a diverse and inclusive working environment.
- Bank Secrecy Act:
Remains cognizant of and adheres to Wings policies and procedures, and regulations pertaining to the Bank Secrecy Act.
- High School Diploma/G.E.D. required.
- Some college experience preferred.
- 2+ Proven sales skills and 2 years customer service or retail banking experience preferred.
- 1+ year in Retail Delivery Float Team at…
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