Universal Relationship Officer - UNIVE001392-00001

Universal Relationship Officer

At Blue, we discover pathways to realize your possibilities. Our Universal Relationship Officer position is the Customer Ambassador for the financial institution with the overall purpose of providing quality and efficiency to customers, often through digital or electronic interfaces. The Universal Banker is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for the sales and servicing of all bank products and services. The incumbent works with the operations and sales team to achieve personal goals in the areas of deposit growth, business relationship growth, and consumer relationship growth. The incumbent also maintains current knowledge of competitor products, services, and current promotions. The incumbent is also responsible for providing operational support and exceptional customer service while maintaining essential controls and safeguards.

Major Duties and Responsibilities :

• Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and posts transactions into bank records via an on-line terminal.
• Cashes check and pays money from savings and checking account upon verification of signatures and members account balances.
• This position will lead in new account, business accounts in the opening processes, along with lending applications, and promote the best solutions to support the identified needs of the member, through interactions in the branch lobby, outbound calling efforts, and / or management of referrals from credit union partners.
• Establishing an advisory relationship to share value in the financial recommendations.
• Responsible for proactive lead generation and appointments, establishing centers of influence to engage with prospective members inside / outside the credit union, promoting Blues missi
• Prepares and compiles new member application and information to open new accounts. Ensures signature cards are complete.
• Troubleshoots and resolves member and internal inquiries in a timely, professional and accurate manner.
• Informs and advises member of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.
• Answers and routes telephone calls, takes messages, provides information and directs calls to appropriate staff as necessary.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Knowledge and Skills :

Education / Certifications / Licenses :

Interpersonal Skills :

Full Time Position

Starting Range : $26.76 - $30.07

Full Range : $26.43 - $39.65

Applications will be accepted through 05 / 22 / 2025 and encourage you to submit your application as soon as possible for the best opportunity to be considered. We look forward to reviewing your application!

ADA Requirements :

Physical Requirements :

Hearing : Perceiving the nature of sounds at normal speaking levels or without correction. Ability to receive detailed information through oral communication and make fine discriminations in sound.

Vision : The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading; visual inspection involving small defects, small parts and / or operation or machines (including inspection); using measurement devices; and / or assembly of fabrication of parts at distances close to the eyes.

Talking : Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other wo

Working Conditions :

Mental and / or Emotional Requirements :

Equal Opportunity Employer