Job Description

JOB SUMMARY Delivers on University Credit Union’s CHAMPION Values to engage in behaviors that create member and team member loyalty. Plays a pivotal role in supporting the university community by providing self‑service banking assistance, promoting credit union products and services, and representing the credit union at on‑campus events and sponsorships. Demonstrates excellent member service and comprehensive understanding of credit union products, fostering strong relationships with both current and potential members. LOCATION UC Davis - Davis, CA 95616 KEY DUTIES AND RESPONSIBILITIES Banking Hub Duties Help establish, communicate, and achieve the credit union’s goals and standards. Assist students, faculty, and staff with navigating and utilizing self‑service banking options, including online banking, mobile apps, and ATMs. Educate users on the convenience and benefits of self‑service banking to promote financial independence and empower them to manage their finances effectively. Collaborate with university departments and student organizations to support on‑campus events and workshops sponsored by the credit union. Provide personalized consultation to current and potential credit union members, addressing their financial needs, goals, and concerns. Present credit union products and services that align with individual financial situations, demonstrating the value of banking with the university credit union. Knowledge of Credit Union Products and Services Demonstrate a comprehensive understanding of credit union products, services, and financial solutions. Stay up‑to‑date with changes and updates to credit union offerings to provide accurate information to members and potential members. Understand all contractual obligations and support our university partners. Identify marketing opportunities with university partners and SEGs. Communication and Coordination Assumes responsibility for establishing and maintaining effective communication and coordination with credit union personnel and management. Attends and supports Growth Department meetings and activities; supports and assists growth personnel; provides back‑up support as necessary; keeps management informed of area activities and any significant concerns; refers member‑owners to internal financial experts when necessary. Additional Duties Completes special projects as assigned (some activities may take place in the evenings or weekends). Stays current with financial and public relations trends. Ensures that work area is clean, secure, and well maintained. Displays professionalism, judgment, ethics, integrity, maturity, and the ability to maintain strict confidentiality. Knows our products and how they compare to the competition. QUALIFICATIONS Education / Certification: Business development training preferred in a credit union or banking environment where a consultative sales approach is used; complete UCU certification requirements. Required Knowledge: Basic knowledge of credit union operations and understanding of business and media processes. Experience Required: Minimum one year of related experience. Skills / Abilities: Excellent oral and written communication skills. Well organized. Attentive to detail. Strong project management abilities. Able to use related computer applications. Independent thinker and self‑starter. EEO STATEMENT UCU is committed to creating a diverse environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability. ADA & PHYSICAL REQUIREMENTS If based remotely, may be required to travel up to 20% of the time to the UCU HQ in Los Angeles. Must be able to travel and move within buildings to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing or descending stairs in an emergency situation. Must be able to operate routine office equipment including a computer, telephone, copier, and calculator. WORKING CONDITIONS If working onsite, must be able to routinely perform work indoors in a climate‑controlled shared work area with minimal noise. If working remotely, must be able to work in a separate, quiet area for extended periods on a computer. MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently or with limited supervision and work effectively alone or as part of a team. Must read and carry out various written instructions and follow oral instructions. Must speak clearly and deliver information in a logical and understandable sequence. Must handle customers from diverse cultures with highest levels of customer service and discretion. Must perform responsibilities with composure under the stress of deadlines and requirements for extreme accuracy and quality. Must manage multiple, simultaneous, and changing priorities. Must exercise highest level of discretion on both internal and external confidential matters. DISCLAIMER This Job Description provides a general summary of the position available and is not intended to be exhaustive. It does not form or should not be interpreted as forming, a part of any contractual or non‑contractual terms & conditions of employment. #J-18808-Ljbffr

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