Universal Banker

SUMMIT CREDIT UNION • Watertown, WI • 18h ago

JOB REQUIREMENTS: Description The Universal Banker at our Watertown
branch is responsible for providing accurate, prompt and friendly
service to members. By engaging in meaningful conversation with members,
listening carefully to members\' needs, a Universal Banker is able to
perform a wide range of transactions for members with a high degree of
accuracy, recommend and open new products and services, and uncover
opportunities to refer members to other teammates for assistance.
Individuals in this role are responsible for making decisions that help
members improve their financial situation, while balancing the needs of
the credit union and maintaining a proficient understanding of our
products, services, and internal operations. Expected Outcomes
Transactions are completed accurately and efficiently. Member service is
delivered in alignment with Summit\'s service philosophy and standards,
Service at Summit. Members are educated on Summit\'s products and
services; referrals made to other teammates when applicable. Craft and
consult members on solutions that align with their financial goals.
Members are effectively served via multiple channels, including but not
limited to in-branch interactions, inbound calls/messages and outbound
calls. Branch operations tasks assigned are completed timely and
accurately. Capability Requirements 2 years\' sales or customer service
experience required. Will consider higher education in
finance/sales/marketing in lieu of experience. Requires education
equivalent to a four-year high school education. Must have or be able to
attain a Nationwide Mortgage Licensing System (NMLS) number.
Professional, well-developed interpersonal skills essential for
projecting a positive image as representative of the Credit Union.
Requires judgment to solve day-to-day unique and in-depth problems
within established guidelines. Ability to build rapport and
relationships with others, comfort with proactive communication with
members and non-members necessary. Demonstrates accuracy and attention
to detail. Work requires basic knowledge of Microsoft Office Suite.
Basic mathematical skills and ability to understand more complex
financial concepts required. The above information on this description
has been designed to indicate the general nature and level of work
performed by employees in this classification. It is not designed to
contain or be interpreted as a comprehensive inventory of all duties,
responsibilities and qualifications required of employees assigned to
this job. Additional Details Physical Demands of Position: While
performing the duties of this job, the employee is continuously required
to stand, walk and sit, and use hands and fingers. The employee
occasionally must reach above and below shoulder level, and
lift/push/pull and/or... 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/FB55F6578E864CCF

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