Personal Service Counselor (Universal Banker)

9 days ago

United StatesFull TimeGeneral Medicine

✓ No Call✓ No Weekends

What should this role pay?

See how this position compares to General Medicine market data — salary percentile, benefits comparison, and hiring trends.

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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

Financial guidanceCustomer serviceRelationship buildingCash handlingLoan processingProblem solvingCommunication skillsInterpersonal skillsOutbound callingCommunity outreachNetworkingRegulatory complianceAttention to detailTime management

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Position Insights

Work-Life Balance Overview

This Personal Service Counselor (Universal Banker) position at Together Credit Union includes the following lifestyle factors: no on-call duties, no weekend requirements. Candidates should review the full job details to assess overall work-life fit.

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: Financial guidance, Customer service, Relationship building, Cash handling, Loan processing, Problem solving, Communication skills, Interpersonal skills. Candidates with experience in these areas may be especially well-suited for this General Medicine role.

Core responsibilities: The Personal Service Counselor delivers financial guidance and relationship-based service to credit union members. They are responsible for performing financial transactions, managing loan leads, and resolving member inquiries while maintaining branch objectives.

About WeekdayDoc

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