Universal Experience Representative I

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.