Senior Universal Banker

Summit Credit Union • Waunakee, WI

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About The Position

The Senior Universal Banker at Summit Credit Union's Waunakee branch plays a crucial role in enhancing members' financial lives through personalized advice and collaborative interactions. This position involves analyzing members' financial situations, recommending appropriate lending and deposit products, and providing education on various financial services. The ideal candidate will possess strong communication skills, multitasking abilities, and prior experience in lending and banking.

Requirements

• Previous lending and banking experience.
• Excellent communication and interpersonal skills.
• Ability to multitask.
• Must be able to obtain an NMLS number.

Nice To Haves

• Experience with financial education and consulting.
• Familiarity with cooperative values.

Responsibilities

• Collaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments.
• Provides education and consultation to members on loans.
• Performs credit bureau reviews for members.
• Accurately and efficiently interviews members and inputs loan applications.
• Demonstrates extensive knowledge of all lending products.
• Calculates lending ratios accurately.
• Ensures all lending paperwork is accurately collected and processed.
• Provides deposit solutions for members and advises on all deposit products.
• Opens savings, checking, certificates, IRAs, and money markets for members.
• Serves as a primary contact for new accounts and builds relationships with all new members.
• Utilizes Synapsys for onboarding all new members.
• Educates and assists members in other services such as debit card, online banking, mobile banking, and online bill pay.
• Identifies cross-selling opportunities through member interactions.
• Makes appropriate referrals based on member needs.
• Maximizes partner relationships to deepen member relationships.
• Educates members on other products such as Payment Protection, GAP, MRC, and MAH.

Benefits

• Tuition reimbursement
• Student loan reimbursement
• Birthday off
• Collaborative working environment
• Opportunities for career growth

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed