Senior Personal Banker

UNIFY Financial Credit Union is one of the nation’s largest credit unions with a reputation for being innovative, financially sound and growth oriented.
At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” And we are #hiring.

Already a UNIFY Team Member?

Apply with your UNIFY email to be tagged as an internal candidate.

As a
UNIFY Senior Branch Representative, you’ll help UNIFY’s credit union members safeguard their assets!

At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.

Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…).

We are all about making sure that our members get the knowledge and assistance they need. The Senior Branch Representative works beside their team with members to do just that!

• Step in and helps the team through peak hours in all areas (Teller, lending, mortgage, and member calls).
• The ability to build rapport with all team members to assist in the growth of the team member and branch(es).
• An ability to understand, acknowledge, and adapt to the changes within the branch, region, and organization.
• Resolve member issues regarding their existing financial products (checking, savings, credit cards, auto loans, etc.).
• Encourage business development by implementing promotions, training staff to reach goals, bringing in new business, and coordinating special events.
• Provide solutions based on training and available resources.
• Attend scheduled management meetings.
• Conduct huddles and one-on-one meetings for staff training and progression.

• Competitive pay: $27.82/hour
• Extensive job-preparedness training.
• A leadership team compassionate about preparing you and supporting you for growth within UNIFY FCU.
• A leadership team committed to growth, motivation and a positive environment.
• A culture of inclusivity, belonging and fairness
• Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives
• Bilingual and weekend hourly pay differential, where applicable.

• Lending Certification or willingness to become certified.
• Passion for helping people and an empathetic ear to our teams’ and member’s needs.
• Desire for growth.
• Ability to build relationships with credit union members and teammates. Also, the ability to work alone.
• Willingness to work at all branch levels.
• Ability to pivot in daily tasks, procedures, and workspace.

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter.

We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful

Assists Branch Manager and/or Branch Supervisor with planning and directing operational activities and staff of the branch and members with teller and Member Service duties while providing Superior Member Service.

• Provides efficient and accurate service by processing financial requests including but not limited to, establishing new member accounts (including IRA, Trust, Term-Share certificates, and Money Market shares), online banking set-up, instant card issuance, research requests, stop payments, notary services, wire transfers and all teller transactions.
• In the absence of branch management, oversees the daily operations of the branch including but not limited to, ensuring that lunch and breaks are followed properly.
• Ensures that team members have full understanding of updates to Policy and Procedure, objectives, programs, promotions, features and benefits of all products and conducts branch meetings as necessary. In addition, ensures that lending functions and processes, for consumer and real estate,…