Universal Banker; West Springfield, MA
Listed on 2026-05-25
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Finance & Banking
Bank Customer Service
Join Our Team as a Universal Banker
Location:
West Springfield, MA | Full-Time
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at Bright Bridge? We’re looking for a dedicated and motivated individual to provide exceptional service to our Springfield members, helping them navigate our wide range of Credit Union products and services. As a Universal Banker, you'll handle a variety of transactions, from deposits to loan payments, while building lasting relationships with members.
Your goal will be to provide top‑tier service, uncovering their needs, and guiding them toward the best solutions we offer. If you're a great communicator, enjoy helping others, and are excited about joining a thriving team, we want to hear from you!
- Start your career with us and earn a BONUS! Candidates who apply between May 1st and May 30th and are hired by June 30, 2026, will receive a $500 bonus after 90 days of employment and an additional $1,000 after one year.
- A collaborative team culture where your contributions matter
- Ongoing training and career development opportunities
- Competitive pay, benefits, and the chance to grow with a supportive organization
- The satisfaction of making a real difference in your community every day
- Process a wide variety of transactions for members including, but not limited to: deposits, withdrawals, loan payments, payroll adjustments, bank checks, gift cards, VISA cash advances, and IRA deposits/withdrawals in accordance with established Credit Union policies and procedures.
- Perform all sales and services activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focus on relationship deepening by creating member interest in additional products and services.
- Initiate and close all loan types via direct member contact, telephone, mail, and fax applications. Use the loan processing system to create approved documents for funding and disbursement. Ensure that all conditions for approval are met, obtain all required documentation, and disburse loans via direct member contact or mail. Demonstrate full knowledge of applicable state and federal regulations and laws.
- Use sound judgement and interpersonal skills to effectively assist members.
- Demonstrate willingness and openness to coaching while striving for excellence in sales and service execution.
- Maintain knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
- Promote, refer, and sell additional third‑party products as determined by the Credit Union.
- Handle openings and closing of all account types and complete all proper documentation.
- Balance cash drawer and make settlement of the day's activities in accordance with Credit Union policies and procedures.
- Answer telephones, provide information and/or direct caller to appropriate department/employee.
- Participate in balancing ATM, under dual control, as necessary.
- Adhere to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
- Work some Saturdays during the month and occasionally provide temporary coverage in alternate locations for an unplanned absence situation.
- Work toward achieving sale/service goals by attending department meetings, one‑on‑one meetings, and product knowledge and selling skills training on an ongoing basis.
- Perform additional duties as requested.
- Minimum of high school diploma or equivalent is required.
- One year of previous teller experience preferred with a satisfactory balancing record.
- Basic math skills; familiarity with keyboard/personal computer; customer/member service skills; effective written and verbal communication/interpersonal skills and data entry skills required.
- Must have excellent cross‑selling and problem‑solving skills.
- Strong desire to work with the general public.
- Flexibility of work hours and proven reliability/dependability required.
- Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
- Must have a valid driver’s license for coverage of retail branches.
- Bilingual preferred.
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