Personal Service Counselor (Universal Banker)

Together Credit Union

26 days ago

United StatesFull TimeGeneral Medicine

✓ No Call✓ No Weekends

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Job Description

About the Role

Join Together Credit Union as a Personal Service Counselor (Universal Banker) in United States.

Key Responsibilities

related tasks others than those specifically stated in this description.

Engages with members to build relationships, identify financial needs and opportunities, and refer appropriate products and services that are in the best interest of the member.

Requirements

Maintains responsibility for daily balance of cash drawer.

Works universally and collaboratively to achieve overall branch objectives.

Proactively follows up on existing and potential membership appointments and loan leads and promotes the Credit Union to grow the business through outbound calls, community outreach, and networking.

Researches, troubleshoots, and resolves member inquiries and concerns.

Work Schedule

Full-time position.

No explicit call, weekend, or night shift information provided.

Apply to join Together Credit Union as a Personal Service Counselor (Universal Banker).

Key Skills

Relationship BuildingFinancial GuidanceTransaction ProcessingLendingCash Drawer BalancingCollaborationBusiness GrowthOutbound CallingCommunity OutreachNetworkingInquiry ResolutionProduct KnowledgeComplianceInterpersonal SkillsProblem SolvingCommunication

Finance & AccountingCustomer Service & SupportSalesAdministrativevia Paycor

Position Insights

Work-Life Balance Analysis

WeekdayDoc's proprietary algorithm rates Personal Service Counselor (Universal Banker) at Together Credit Union a 4.0 out of 10 for work-life balance — classified as below average. This places the position in the average range of all General Medicine physician listings evaluated on our platform. Contributing factors include no on-call duties, no weekend requirements.

Candidates should carefully assess workload expectations and scheduling demands before applying.

General Medicine — Physician Career Context

This General Medicine position at Together Credit Union is open to physician candidates.

Physicians (MD/DO) are in high demand across healthcare settings, with growing interest in positions that offer sustainable schedules and reduced administrative burden.

Location & Logistics

This position is based in United States.

Why This Position Stands Out

No on-call requirements — clinicians are completely off-duty after hours
No weekend shifts — preserving personal and family time

Skills, Responsibilities & Benefits

Key skills and qualifications: Relationship Building, Financial Guidance, Transaction Processing, Lending, Cash Drawer Balancing, Collaboration, Business Growth, Outbound Calling. Candidates with experience in these areas may be especially well-suited for this General Medicine role.

Core responsibilities: The Personal Service Counselor is responsible for delivering a service experience focused on Credit Union advocacy, financial guidance, and relationship building to empower members. Key duties include engaging with members to identify needs, performing financial transactions accurately, and maintain...

About WeekdayDoc

WeekdayDoc is the only healthcare job board that scores every position for burnout risk and work-life balance. Every listing includes a proprietary burnout score, transparent salary data when available, and lifestyle filters for no-call, no-weekends, and remote positions. Browse more General Medicine physician jobs on WeekdayDoc to compare work-life balance scores and compensation across employers.

4.0

Work-Life Balance Score

Below Average