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.

Job Qualifications

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.