Universal Banker – Mesquite Texas

Universal Banker – Mesquite Texas

A Credit Union has an IMMEDIATE opportunity for Member Service Representative / Universal Banker to assist members with account maintenance, new accounts, CDs, IRA’s, loan applications teller transactions and sales referrals.

Major Duties and Essential Functions

  • To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction.
  • Uncover member needs by asking questions and provide solutions to their needs.
  • Proactively discuss and refer additional products to internal partners.
  • Process requests for memberships, depository accounts, loans, and account maintenance services.
  • Regularly follow up with members to ensure that their financial needs are met and uncover any additional needs they may have.
  • Responsible to meet or exceed established sales and service goals.
  • Remain up-to-date on current products, services, and marketing campaigns through attending training, and remaining familiarity of all changes and disclosures.
  • Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, etc as they apply to the duties of the position.
  • Maintain confidentiality of member information and other sensitive information.


  • High school diploma or general education degree (GED)
  • Minimum 1-2 years or more of similar or related experience in a financial institutiuon.

Specific knowledge, skills, and abilities required for this position:

  • Must be goal-oriented
  • Must be service-oriented
  • Problem solving competence with a strong attention to detail
  • Must be self-motivated to meet required sales goals
  • Must have strong listening skills
  • Must have strong written and verbal communication skills
  • Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
  • Must be a TEAM player and be able to work well in a group setting

Additional Information

COMPENSATION:  $18-$21 per hour + monthly incentives.

EXCEPTIONAL benefits: Medical, dental, paid holidays, and 401K match, and FUN work culture!

Apply Now

To apply for this position, please submit an application.