Universal Banker

Job Description

Universal Banker serves as a liaison between the member and the credit union. Provide account information by phone or in person, and offer full range of credit union products and services. Open accounts for members, originate consumer loans, resolve issues, and professionally handle the member’s daily needs. This position is located at our Crestwood, IL branch.

• 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 any issues.
• Work with members to meet their financial service needs.
• Promote credit union products and services based on member needs.
• Process share deposit payments, loan payments, CD and line of credit transactions, and other day‑to‑day banking activity.
• Disburse cash and check withdrawals.
• Open, close, and balance the cash drawer daily.
• Handle vault teller responsibilities and balance the ATM daily.
• Initiate conversations to suggest new products and services.
• Participate in credit union outreach events.
• Adhere to general regulatory procedures.

• 3-5 years in a financial institution or other customer service industry preferred.
• Bilingual English/Spanish fluency preferred.
• Ability to form and maintain strong relationships with internal and external customers.
• May be required to travel to cover other branches.
• High school diploma or equivalent.

Compensation starts at $25 per hour. Compensation ranges are based on local market rates and are determined by geography, role, and experience.

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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.