Universal Banker Job at Robert Half (Shrewsbury)

Universal Banker

Robert Half

Location:
United States , Shrewsbury

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are looking for a service-oriented Universal Banker to support members with day-to-day banking needs while identifying solutions that align with their financial goals in the MetroWest area, Massachusetts. This Long-term Contract opportunity is ideal for someone who enjoys building relationships, delivering accurate transaction support, and guiding members through deposit and lending options in a credit union environment. The role combines hands-on account service, consumer lending support, and consultative conversations designed to strengthen member satisfaction and deepen overall engagement.

Job Responsibility:

Build strong product knowledge across deposit, lending, and related financial services so members receive well-informed guidance tailored to their situations
Engage members in meaningful conversations to understand financial priorities, recommend suitable solutions, and connect them with specialized resources when needed
Open new memberships, expand existing relationships, and promote relevant credit union offerings through thoughtful, needs-based service
Conduct consumer loan discussions, collect and enter application details accurately, evaluate supporting information, and help move qualifying loans through the closing process within established guidelines
Review credit-related information and lending conditions to identify documentation needs, collateral considerations, and cases that require additional review
Support retirement and mortgage-related service needs by assisting with eligible account activity, maintaining required registration standards, and directing members to specialists when appropriate
Prepare, deliver, and retain required disclosures and records in accordance with policy, regulatory expectations, and internal procedures
Manage daily cash operations by balancing assigned drawers, monitoring cash and negotiable instrument inventories, and helping reconcile branch activity as needed
Provide branch support through operational oversight when assigned, maintain compliance with credit union standards, and stay current on procedures, tools, and service expectations
Represent the organization professionally across branch locations and in community-facing activities, contributing to special projects and broader team goals when requested

Requirements:

High school diploma required
At least 1 year of experience in customer service, banking, lending, or a related financial institution environment
1 to 3 years preferred
Working knowledge of customer service practices, cash handling, bank transactions, and deposit-related activity
Ability to discuss financial products clearly, assess member needs, and make appropriate recommendations with professionalism and discretion
Experience handling detailed information accurately, including applications, documentation, and transactional records
Strong interpersonal skills with a dependable, ethical, and team-oriented approach to member service
Comfortable adapting to changing branch needs, including travel to other locations when necessary
Ability to maintain confidentiality and comply with all applicable policies, procedures, and regulatory requirements

What we offer:

medical, vision, dental, and life and disability insurance
401(k) plan

Additional Information:

Job Posted:
May 16, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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