Private banker Jobs in Raleigh, NC

WHO We Are :

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we're committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we've constantly sought to find new ways to pursue greater economic justice : from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies

We are seeking a Universal Banker to join our Raleigh, North Carolina team!

Position Summary :

The Universal Banker serves as a liaison between the member and the credit union in our Branches. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member's daily needs.

WHAT You'll Do :

• Manage the consumer loan process from initiation through pre-qualification to closing, including : interviewing loan applicants, preparing applications, preparing files for processing and underwriting, providing timely accurate disclosures to members, and troubleshooting issues that may arise.
• Work with members (customers) to meet their financial service needs.
• Promote credit union products and services based on member's needs.
• Process share deposit payments, loan payments, CD and lines of credit transactions, etc.
• Disburse cash and check withdrawals.
• Open, close, and balance cash drawer daily.
• Handle Vault Teller responsibilities and balance ATM daily.
• Initiate conversations suggest new products and services.
• Participate in Credit Union outreach events.
• Adhere to general regulatory procedures.

WHAT You'll Need :

If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all - THIS is the place for you!

Compensation :

Competitive nonprofit compensation, based on experience, plus a generous benefits package.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.