Universal Banker

The Universal Banker serve 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. This position will be based in our Archer Heights branch.

Essential Responsibilities:


  • Greet and welcome members and visitors to the credit union in a friendly and professional manner. Provide prompt, efficient and accurate.

  • Promote credit union products and services based on member’s needs.

  • Open Dreamer Loans

  • Open new membership accounts.

  • Take applications and process consumer loans *

  • Provide general and specific service-related information concerning credit union services or policies in-person or by-telephone.

  • Respond to members’ inquiries, requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.

  • Perform account transactions and maintenance as authorized, including processing share deposit payments, loan payments, CD transactions, lines of credit advances, and account transfers; disbursing cash and check withdrawals; monitoring receipts, counting cash and performing reconciliations; adding joint owners, completing address changes and competing any other necessary teller functions.

  • Refer mortgage loans to Branch Manager.

  • May be required to travel to cover other Branches.


  • Open, close and balance cash drawer daily. Maintain drawer cash levels within prescribed amounts.

  • Enter night, ATM and mail deposits.

  • Handle Vault Teller responsibilities, managing, balancing and balancing flow of cash in and out of the vault.*

  • Balance ATM daily. (Part of dual control team.)


  • Participate in activities to build new relationships such as business development. *

Identify and refer potential leads for business development.*


  • Perform various administrative tasks.

  • Mail receipts and checks to members as indicated by policy and procedure.

  • Research accounts for deposit, withdrawal, and loan-payment discrepancies.

  • Act as role model for teller staff

  • Support teller staff with guidance on more difficult transactions

  • Assist branch management with filing and record retention of daily reports

  • Provide supervisor overrides for cash withdrawals up to $5,000

  • Support management in providing feedback on teller performance*

  • Open and/or close in absence of supervisor, assistant branch manager and branch manager

  • Responsible of supervising the branch in the absence of supervisor, assistant branch manager and branch manager

  • Other duties, responsibilities, and projects as assigned.

All job duties, responsibilities and projects to be performed in accordance with credit union policies and procedures.

A Universal Banker must be able to competently perform all principal duties and responsibilities required of a Lead Teller.

Credentials, Experience and Skills:

  • High school diploma or equivalent

  • Three (3) to five (5) years of experience in banking or retail.

  • Ability to form and maintain strong relationships with internal and external customers.

  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

  • Knowledge of economic and accounting principles and practices, banking and the analysis and reporting of financial data.

  • Analytical and problem-solving skills.

  • Attention to detail.

  • Ability to effectively organize and prioritize work.

  • Excellent interpersonal skills.
    Ability to use keyboard and data entry skills.

  • May be required to travel to cover other branches.

Physical Requirements:

Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds.


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

About Us:

Self-Help Federal Credit Union was chartered in 2008 to build a network of branches that partner withworking families and communities that face systemic barriers to building wealth.With over $1.7 billion in assets andserving more than95,000 members in 36 branches -19 in California, nine in Illinois, six in Washington, and two in Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. It is part of the Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For more than 41 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help over 198,000 people buy homes, start businesses, and build financial security. For more information, go towww.self-helpfcu.organdwww.self-help.org.

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.
Salary Range
$30,000.00 - $48,000.00
per Year
Salary range estimated by
salary estimation provided by zippia
Milwaukee, WI, 53244, US