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  1. Home
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  5. Universal Banker
Everwise Credit Union logo

Universal Banker

Not Disclosed•Full-TimeOn-site

location_on3322, East Saint Clair Street, Rivoli Park, Near Eastside, Indianapolis, Marion County, Indiana, 46201, United States

Apply Now

About Everwise Credit Union

Everwise Credit Union is dedicated to providing high-quality financial services to its members. Our mission centers on building lasting relationships and expanding our members' financial well-being by offering a comprehensive suite of credit union products and services. We strive to create an inclusive environment where every member feels valued and supported in their financial journey.

About the Role

This position serves as a vital link between Everwise and our members, responsible for delivering exceptional service across a wide variety of financial needs. You will play a key role in the sales and servicing of all credit union products, with a specific focus on deepening member relationships and growing our members' wallet share with us.

In this role, you will manage a broad spectrum of member service functions with accuracy and timeliness. Your day-to-day activities will involve handling cash transactions, maintaining accounts, opening new accounts, and operating Interactive Teller Machines (ITM). You will also provide critical support to the Member Contact Center. Beyond transactional duties, you will be expected to identify member needs through active listening and open-ended questions, effectively referring members to the appropriate partners or solutions to address their financial goals.

You will work in a fast-paced, diverse, and universal environment where problem-solving and empathy are essential. Whether conducting drawer audits, managing vault duties, or following up on prospect lists, you will ensure that every interaction reflects Everwise's high standards of service and confidentiality.

Hiring Process

Interested candidates are encouraged to apply directly. The selection process will evaluate your human relation skills, communication abilities, and experience in retail sales or financial services.

Equal Opportunity

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and consider qualified applicants regardless of background.

Work location

Work model: On-site

location_on

3322, East Saint Clair Street, Rivoli Park, Near Eastside, Indianapolis, Marion County, Indiana, 46201, United States

Indianapolis, Indiana

Key Responsibilities

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Personal Banker I - Floater

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  • check_circleMaintain high level of member service in accordance with credit union expectations
  • check_circlePerform financial transactions including cash handling and account maintenance
  • check_circlePerform drawer audits and vault duties as needed
  • check_circleEnsure confidentiality of member account information and comply with regulatory policies
  • check_circleMeet referral and sales goals by identifying member needs and promoting products
  • check_circleConduct outbound calls to review prospect lists and follow up on campaigns
  • check_circleOpen new accounts and operate Interactive Teller Machines
  • check_circleResolve member issues through research and consistent follow-up

Requirements

  • verifiedHigh School Diploma, GED or equivalent certification
  • verifiedSix months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred

Nice to Have

Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field

Everwise Credit Union cover image
Everwise Credit Union logo
Company

Everwise Credit Union

Industry

Banking

Open Roles

1

Everwise puts your needs first and equips you with the confidence and tools you need to get ahead—wherever you’re going.

Everwise Credit Union operates within the banking industry, headquartered in the Midwest region of the United States. Originally established as Teachers Credit Union, the institution has grown to serve a diverse community of nearly 300,000 members across 50 physical locations. The organization focuses on meeting individuals at their current financial stage, providing resources and tools designed to build confidence and support financial growth regardless of a person's background or existing money management skills. The credit union offers personalized services and innovative technology to help clients ranging from teenagers to retirees, as well as business leaders and under-served populations. This approach aims to give everyone greater control over their financial future and the ability to pursue their personal dreams. All accounts are federally insured by the NCUA, and the institution operates under NMLS number 686706, adhering to Equal Housing Opportunity standards while maintaining a commitment to its core purpose of helping members achieve their goals.
View company profilearrow_forwardlinkLinkedIn
Quick Overview

Experience

Entry Level

Education

High School Diploma, GED or equivalent certification required

Job Type

Full-Time

Skills Required

Cash HandlingAccount MaintenanceMember ServiceNeeds-Based SellingComputer ApplicationsReg CC
Not Disclosed
arrow_forward
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
Job types
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Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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