Bilingual Senior Universal Banker (Personal Banker)

Summit Credit Union•Madison, WI

4d•Onsite

About The Position

Summit Credit Union is seeking a Bilingual Senior Universal Banker for its City Station branch. The role provides customer service, handles complex financial transactions, and offers personalized banking solutions to help members achieve their financial goals. The banker consults with members about borrowing and deposit options, supports loan applications and account opening, educates members about credit union services, and builds relationships through financial education and proactive communication. The role also includes coaching Member Service Tellers and participating in outbound calling activities.

Requirements

At least 3 years of sales or customer service experience; higher education in finance, sales, or marketing may be considered 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.
Adaptability and judgment to solve day-to-day unique and in-depth problems within established guidelines.
Active listening skills, including asking questions before taking action and ensuring thorough resolution of challenging situations.
Ability to build rapport and relationships, and comfort with proactive communication with members and non-members.
Accuracy, attention to detail, and accountability for follow-up and follow-through.
Basic knowledge of Microsoft Office Suite.
Basic mathematical skills and ability to understand more complex financial concepts.
Bilingual capability, as indicated by the position title.

Responsibilities

Collaborate with members across branch, phone, and video access points to identify borrowing solutions.
Educate and consult members on loans, review credit bureau information, and accurately enter loan applications.
Apply lending-product knowledge, calculate lending ratios, and accurately process lending paperwork.
Advise members on deposit products and open savings, checking, certificate, IRA, and money market accounts; serve as a primary contact for new accounts.
Use Synapsys to onboard new members and educate them about debit cards, online banking, mobile banking, and bill pay.
Identify cross-selling opportunities, make referrals, and educate members about Payment Protection, GAP, MRC, and MAH products.
Build member relationships through financial education, rapport-building, and thoughtful questions to improve members’ financial lives.
Provide excellent member service, coach Member Service Tellers, use service recovery, and explain convenience-service options.
Participate actively in outbound calling while balancing benefits for members and the credit union.