Universal Experience Representative I

Part of the Retail Floater team and provides coverage to various branches throughout the city.

The Universal experience Representative (UER) is a customer service role focused on helping members with everyday banking needs-such as opening accounts, handling transactions, and providing financial education-either in person or virtually. UERs build strong relationships, act as trusted advisors, and recommend solutions that save members time and money. This position offers a clear growth path from entry-level (learning basics) to advanced levels (certified financial counselor and team leader), requiring excellent communication, problem-solving skills, and a commitment to delivering exceptional service while following policies and procedures.

EDUCATION/CERTIFICATION:

High school diploma or equivalent.

EXPERIENCE REQUIRED:

One (1) year financial institution experience or three (3) years of customer service experience for every year of financial institution experience required.