Talent.com
Together Credit Union
Personal Service Counselor (Universal Banker)Together Credit Union • Lake Saint Louis, MO, US
No longer accepting applications
Personal Service Counselor (Universal Banker)

Personal Service Counselor (Universal Banker)

Together Credit Union • Lake Saint Louis, MO, US
30+ days ago
Job type
  • Full-time
Job description

Personal Service Counselor

The personal service counselor is responsible for delivering members a personal service experience built on Credit Union advocacy, financial guidance, and relationships that empower members to achieve their best life.

Job Responsibilities:

  • Engages with members to build relationships, identify financial needs and opportunities, and refer appropriate products and services that are in the best interest of the member.
  • Performs financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner, provides supporting documents and proper documentation in member files, as defined by regulatory requirements and savings and lending policies and procedures and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
  • Maintains responsibility for daily balance of cash drawer.
  • Works universally and collaboratively to achieve overall branch objectives.
  • Proactively follows up on existing and potential membership appointments and loan leads and promotes the Credit Union to grow the business through outbound calls, community outreach, and networking.
  • Researches, troubleshoots, and resolves member inquiries and concerns.
  • Maintains current knowledge of Credit Union products and services, procedures, policies, and promotions and integrates them into daily activities and member conversations.
  • Protects the Credit Union, all its assets and maintains member privacy by complying with safety, security, and legal and regulatory requirements.

Required Qualifications:

  • High school diploma
  • Minimum of 2 years of related professional experience
  • Federal registration with the Nationwide Mortgage Licensing System and Registry and Notary Public Certifications (may be obtained after hire through training)

Knowledge, Skills, and Abilities (KSA's):

  • Passionate commitment and drive to deliver exceptional service to internal and external members.
  • Interpersonal skills, including the ability to influence and build rapport.
  • Courage and confidence to initiate conversations with members.
  • Organizational, listening, problem solving, and verbal and written communication skills.

Work Environment:

  • General in-office environment
  • May work at multiple branches based on needs; work schedule may differ from week to week in terms of days worked and hours.

Physical Abilities:

  • Ability to work at a computer in a stationary manner up to 8 hours daily.

Together Credit Union is an Equal Opportunity employer. The Credit Union complies with appropriate federal, state, and local laws and provides equal employment opportunities without regard to race, color, religion, gender, age, sexual orientation, gender identity or expression, national origin, military or veteran status, disability (including pregnancy), genetic information, or any other protected status to all qualified applicants and employees. Together Credit Union is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free work environment.

Create a job alert for this search

Personal Service Counselor (Universal Banker) • Lake Saint Louis, MO, US

Similar jobs

Substance Abuse Counselor (Hold CRADC, CCJP, CCDP, CADC, CCDP-D, RADC-P, CRAADC or RADC)

New SeasonST. CHARLES, MO, US
Full-time

Looking for a new opportunity? New Season offers exciting benefits! Take a look at this opportunity to join us in making a powerful impact in your local community! .Full benefits available on DAY O... Show more

Inbound Call Center Customer Service Representative

Account Resolution CorporationChesterfield, MO, United States
Full-time

Compensation:$17-$20 per hour (depending on experience) additional Bonus incentives on top of hourly pay About UsAccount Resolution Corporation is a trusted 23-year-old collection agency that partn... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Eastern Suburbs of St Louis, MO (including

ChaseO Fallon, MO, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Enrollment Services Assistant

St. Charles Community CollegeLake Saint Louis, MO, United States
Full-time

Charles Community College (SCC) is located just west of St.Louis, in the heart of growing St.At SCC, we have a passion for student success.We serve a growing and varied student population, and we a... Show more

 • Promoted

Full-Time Universal Banker/Teller I

First MidO Fallon, MO, United States
Full-time

At First Mid, base salary is one component of our Total Rewards program.Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience.T... Show more

 • Promoted

Day Camp Life Enrichment Camp Counselor

The Jewish Community CenterChesterfield, MO, United States
Full-time

Summary:Our caring and enthusiastic Inclusion Counselors provide one on one support to children with developmental disabilities as they participate in regular camp programming and participate along... Show more

 • Promoted

Branch Manager, Ameriprise Financial Advisors - St. Louis, MO

Ameriprise FinancialChesterfield, MO, United States
Full-time

The Branch Manager role leads one or more Ameriprise owned branch offices.They are responsible to understand the local market and execute a business plan to growth the branch profitably.Key respons... Show more

 • Promoted

Care Partner 7p-7a $18-$20 (Part Time)

The Boulevard Senior Living St. PetersSaint Peters, MO, United States
Full-time +1

DescriptionAfter spending 14 years in healthcare, I finally found my home with Arrow Senior Living.It's home-like environment is not just for the residents but for the team members as well.From day... Show more

 • Promoted

Border Patrol Agent (BPA) Entry Level - New Hire Sign-On and Retention Incentives

U.S. Customs and Border ProtectionJosephville, MO, US
Full-time

February 2026 Update GL-5/7 grade levels.Border Patrol Agent (BPA) – in the Federal Security and Public Safety Sector (Entry Level).If you’re looking for “just a job,” then stop reading right now.B... Show more

 • Promoted

Relationship Banker St Louis West Springfield (St Louis side)

Bank of America CorporationO'Fallon, MO, United States
Full-time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delive... Show more

 • Promoted

Supervisory Internal Revenue Agent

Internal Revenue ServiceChesterfield, MO, United States
Full-time

General Manager Duties: As a Front Line Manager you will:.Plan work to be accomplished by subordinates, sets and adjusts short-term priorities and prepares schedules for completion of work.Assign w... Show more

 • Promoted

School Psychologist in Ballwin, MO

Soliant HealthBallwin, MO, United States
Full-time

A contracted position for a School Psychologist is available in Ballwin, MO, supporting K-12 educational settings.This role focuses on assessing and addressing students' psychological, social, and ... Show more

 • Promoted

Relationship Banker II ( Manchester Branch)

Regions FinancialBallwin, MO, United States
Full-time

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proacti... Show more

 • Promoted

Behavioral Technician (Evenings)

Compass Health NetworkO Fallon, MO, US
Part-time

Help others live more independently and reach their goals Schedule: Thursday and Friday, 4 pm - 12am (16 hours/week) A Behavioral Technician (Internal title: Community Living Instructor) provides s... Show more

 • Promoted

Clinical Service Representative II (St. Peters) - Surgery

Washington University in St. LouisSaint Peters, MO, United States
Full-time

Clinical Office SupportProvides clinical office support including greeting and registering patients, scheduling appointments, verifying insurance benefits and referrals, and collecting co-payments.... Show more

 • Promoted

Client Relationship Manager

Rockefeller FinancialGlencoe, MO, United States
Full-time

Rockefeller Capital ManagementRockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Joh... Show more

 • Promoted

Private Basketball Coach

BalrChesterfield, Missouri, United States
$24.00 hourly
Full-time
Quick Apply

Join Balr Basketball: Where Passion for Basketball Meets Expert Training.Balr is rapidly making its mark as a leader in private basketball training across the United States.We're expanding our team... Show more

Summer Day Camp Counselor

KECampsO'Fallon, MO, United States
Full-time

KE Camps is the leading provider of summer camps for country clubs nationwide.We partner with over 230 private clubs all over the country to implement traditional-style day camps for elementary-age... Show more

 • Promoted

Remote Personal Financial Advisor (Private Wealth)

Micro1Ellisville, Missouri, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Retention Representative

CarshieldSaint Peters, MO, United States
Full-time

Description:CarShield is seeking talent to join its growing Retention team.This role is responsible for handling incoming calls from existing customers that wish to cancel their service.Successful ... Show more