Travel Universal Banker

Join to apply for the Travel Universal Banker role at Everwise Credit Union

Position Summary:

Responsible for providing high‑quality service on a wide variety of general financial services. This role is also responsible for sales and servicing of all credit union products and services, while focusing on building relationships and expanding Everwise Credit Union’s wallet share. Will float between designated service centers and provide support to multiple branch locations as needed.

Supports Everwise branches in markets:
Worthsville, Emerson, Post Road and New Albany.

• Maintains a high level of membership in accordance with the EVERWISE CREDIT UNION Service Expectations.
• Performs a broad variety of member service functions with accuracy and in a timely manner. Functions may include Cash Handling, Financial Transactions, Account Maintenance, opening new accounts, operating an ITM (Interactive Teller Machine), and supporting MCC (Member Contact Center).
• Maintains confidentiality about member account information.
• Meets or exceeds established referral and sales goals by listening for clues, asking open‑ended questions, assisting with product promotions, or referring members to the appropriate partner.
• Assists in outbound call efforts by reviewing, updating, and calling on prospect lists, following up with members and calling on call campaigns regularly.
• May assume additional retail functions including drawer audits, member account maintenance, and vault duties.
• Complies with credit union policies such as Check Cashing, Cash Control, Transaction Approval Limits, Reg CC, SAR, CTR, Check handling, Reg D, BSA, etc.
• Volunteers for special projects within the scope of job responsibilities.
• Problem‑solves through research, using open‑ended questions, and consistent follow‑up to ensure member satisfaction.
• Assumes additional duties as assigned by supervisor/manager for the continued growth and advancement of the Credit Union.

• Excellent human relation skills, active listening, and verbal/written communication.
• Ability to proactively solve problems by demonstrating concern and empathy while seeking solutions that benefit the member and Everwise Credit Union.
• High level of product knowledge with a full understanding of needs‑based selling.
• Proficient cash handling skills.
• Ability to work in a fast‑paced, diverse, and universal environment.
• Practical application and general understanding of various computer applications.
• Ability to lift up to 15 pounds at times due to coin bags and boxes of rolled coin.

• High School Diploma, GED or equivalent certification.
• Six months of retail sales and/or cash handling experience, or equivalent experience within a financial institution or related field (preferred).

Base pay:
Starting at $19.25/hour + an additional $1.50/hour travel premium. Pay is dependent upon the pay range and the incumbent’s knowledge, skills and experience.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.