Universal Banker

Position Summary

Responsible for providing high‑quality service on a wide variety of general financial services, including the sales and servicing of all credit union products and services. The role focuses on building relationships and expanding EVERWISE CREDIT UNION’s wallet share. This Universal Banker will be assigned to the new Olio Road Branch, set to open in May 2026, and will start and train at the Noblesville Branch until the new branch opens.

• Maintains a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations.
• Performs a broad variety of member service functions with accuracy and in a timely manner, including cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center).
• Maintains a high level of confidentiality regarding member account information.
• Meets or exceeds established referral and sales goals by listening for clues, asking open‑ended questions, assisting with product promotions, and referring members to the appropriate partner.
• Assists in outbound call efforts by reviewing, updating, and calling on prospect lists, following up with members, and participating in call campaigns.
• 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, and Transaction Approval Limits (e.g., RegCC, SAR, CTR, Check handling, RegD, BSA).
• Volunteers for special projects within the scope of job responsibilities.
• Resolves problems through research, using open‑ended questions and consistent follow‑up to ensure member satisfaction.
• Assumes additional duties and responsibilities as assigned by supervisor/manager for the continued growth and advancement of the Credit Union.

• Excellent human‑relation skills to interact professionally with membership, including listening and verbal/written communication.
• Ability to proactively problem‑solve by demonstrating concern, empathy, and seeking solutions that best serve the member and EVERWISE CREDIT UNION.
• High level of EVERWISE CREDIT UNION product knowledge and 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.
• Physical 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 per hour. 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.