Senior Universal Banker

SUMMIT CREDIT UNION • Oconomowoc, WI • 14h ago

JOB REQUIREMENTS: Description Summit Credit Union, recognized as a top
workplace, is seeking a Senior Universal Banker to join our dynamic team
at our Oconomowoc branch. This role involves providing exceptional
customer service, handling complex financial transactions, and offering
personalized banking solutions. Ideal candidates will have strong
communication skills, a deep understanding of financial products, and a
commitment to helping members achieve their financial goals. Essential
Functions Member Consultation: Collaborates with members to find
borrowing solutions via various access points (branch, phone, video).
Loan Education: Provides education and consultation on loans, performs
credit bureau reviews, and accurately inputs loan applications. Lending
Expertise: Extensive knowledge of lending products, calculates lending
ratios, and ensures accurate processing of lending paperwork. Deposit
Solutions: Advises on deposit products, opens various accounts (savings,
checking, certificates, IRAs, money markets), and serves as a primary
contact for new accounts. Member Onboarding: Utilizes Synapsys for
onboarding new members and educates them on services like debit cards,
online banking, mobile banking, and bill pay. Cross-Selling: Identifies
cross-selling opportunities, makes referrals, and educates members on
additional products (Payment Protection, GAP, MRC, MAH). Relationship
Building: Builds relationships through financial education,
rapport-building, and thoughtful questions, aiming to improve members\'
financial lives. Member Service: Provides excellent service, coaches
Member Service Tellers, utilizes service recovery, and educates members
on convenience service options. Outbound Activities: Actively
participates in outbound calling activities, balancing benefits for both
members and the credit union. Job Specifications 2 years\' sales or
customer service experience required. Will consider higher education in
finance/sales/marketing in lieu of experience. High School Diploma or
equivalent. Have or be able to attain a Nationwide Mortgage Licensing
System (NMLS) number. Professional, well-developed interpersonal and
communication skills essential for projecting a positive image as
representative of the Credit Union. Requires adaptability and judgment
to solve day-to-day unique and in-depth problems within established
guidelines. Active listener, who seeks to ask questions before jumping
to action; ensuring thorough resolution to challenging situations.
Ability to build rapport and relationships with others; comfort with
proactive communication with members and non-members necessary.
Demonstrates accuracy and attention to detail; ensuring accountability
to follow-up and follow-through. Work requires basic knowledge of
Microsoft Office... For full info follow application link. Summit
Credit Union is proud to be an Equal Opportunity and Affirmative Action
Employer of Veterans, Minorities and Individuals with Disabilities.
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/644B1037F4EE44DB

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