Job Description

Job Location UC Davis - Davis, CA 95616 Salary Range $20.00 - $20.00 Hourly

Delivers on University Credit Unions CHAMPION Valuesto 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 will be instrumental in fostering strong relationships with both current and potential members.

LOCATION

UC Davis Banking Hub

ABOUT UNIVERSITY CREDIT UNION

University Credit Union (UCU) is a purpose-driven financial cooperative dedicated to providing everyone in the university community a financial advantage.

UCU was founded in 1951, on-campus, by a group of UCLA employees. Over 70 years later, we continue to exclusively serve the university community and have expanded our reach beyond UCLA. We continue to align ourselves with universities and have expanded our reach to numerous universities across California, the West Coast Conference, and the Big West Conference.

UCU’s focus has been diversifying and building a foundation for future growth. By partnering with the university community, we can provide products and services tailored to their unique needs. To best serve our member-owners, UCU delivers on our purpose, to give every member in the university community a financial advantage, by following our three key differentiators:

• We were founded by the University Community for the University Community
• We provide conflict-free unbiased financial advice from certified professional coaches
• We guarantee our rates on auto loans, credit cards, consumer loans, and HELOCs are ALL within the top 1% lowest nationwide of all federally insured financial institutions.

KEY DUTIES AND RESPONSIBILITIES

1. Banking Hub Duties
   1. Help establish, communicate, and achieve the credit union's goals and standards.
   2. Assist students, faculty, and staff with navigating and utilizing self-service banking options, including online banking, mobile apps, and ATMs
   3. Educate users on the convenience and benefits of self-service banking to promote financial independence and empower them to manage their finances effectively.
   4. Collaborate with university departments and student organizations to support on-campus events and workshops sponsored by the credit union.
   5. Provide personalized consultation to current and potential credit union members, addressing their financial needs, goals, and concerns.
   6. Present credit union products and services that align with individual financial situations, demonstrating the value of banking with the university credit union.

1. Knowledge of Credit Union Products and Services:
   1. Demonstrate a comprehensive understanding of credit union products, services, and financial solutions.
   2. Stay up-to-date with changes and updates to credit union offerings to provide accurate information to members and potential members.
   3. Understand all Contractual Obligations and support our University Partners.
   4. Identify marketing opportunities with University Partners and SEGs.

1. Assumes responsibility for establishing and maintaining effective communication and coordination with Credit Union personnel and with management.
   1. Attends and supports Growth Department meetings and activities.
   2. Supports and assists Growth personnel. Provides back-up support as necessary.
   3. Keeps management informed of area activities and of any significant concerns.
   4. Refers member-owners to internal financial experts when necessary.
   5. Must possess’ strong interpersonal skills and the ability to interact independently with all levels of management and non-management.

1. Assumes responsibility for related duties as required or assigned.
   1. Completes special projects as assigned (please note that some activities my take place in the evenings or weekends).
   2. Stays current with financial and public relations trends.
   3. Ensures that work area is clean, secure, and well maintained.
   4. Self-driven and motivated.
   5. Position requires a high degree of professionalism, judgement, ethics, integrity, maturity, and ability to maintain strict confidentiality.
   6. Know our products and how they compare to the competition.

Qualifications

KNOWLEDGE & SKILLS

Education/Certification:Business development training preferred in a credit union or banking environment where a consultative sale approached is used. Complete UCU certification requirements.

Required KnowledgeBasic knowledge of Credit Union operations.

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.

An independent thinker and self-starter.

UCU’s commitment to diversity, equity, and inclusion

Diversity, equity, and inclusion play a key part in our dedication to give everyone in the university community a financial advantage. From students, staff, faculty, and alumni, our member-owners are individual in their needs. UCU is committed to ensuring our team brings a variety of skills, ideas, cultural backgrounds, and experience to UCU to align with them. We are dedicated to building trust and understanding with each of our member-owners. We accomplish this by building a community that embraces diverse ideas, backgrounds, and perspectives; this is mirrored in our work and represented in Team UCU.

University Credit Union 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 Requirements

Physical Requirements

If based remotely, may be required to travel up to 20% of the time to the UCU HQ in Los Angeles, so 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 / descending stairs in an emergency situation. Must be able to operate routine office equipment including a computer, telephone, copier, and calculator. Must be able to routinely perform work on a computer for extended periods daily. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance that aligns with the pacific time zone.

Working Conditions

If working onsite, must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. If working remotely from a home office, 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 either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

This
provides a general summary of the position available and is not intended to be exhaustive. It does not form and should not be interpreted as forming, a part of any contractual or non-contractual terms & conditions of employment.