Job Information
SUMMIT CREDIT UNION Bilingual Senior Universal Banker in WAUKESHA, Wisconsin
JOB REQUIREMENTS: Description Are you looking to build your career in the finance and banking industry? Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We are currently seeking a Senior Universal Banker to work out of our Waukesha branch. As a Senior Universal Banker at our Waukesha branch you get to work with our members to help them improve their financial lives. In this role, you facilitate collaborative interactions to analyze the member\'s current and future financial situation. You advise members in a variety of financial situations by recommending lending and deposit products, as well as, other services. Ideal candidate will display excellent communication and interpersonal skills, ability to multitask and have previous lending and banking experience. You must be able to obtain an NMLS number. Come join our team! Be part of something bigger! Summit Credit Union offers excellent benefits - including tuition and student loan reimbursement. Summit also has a fun, collaborative working environment and opportunity for career growth. Essential Functions 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 interview members and input loan applications. Extensive knowledge of all lending products. Calculates lending ratios accurately. Ensures all lending paperwork is accurately collected and processed. Provides deposit solutions for members. Has knowledge and advises members on all deposit products. Opens savings, checking, certificates, IRAs and money markets for members. Serves as a primary contact for new accounts and works to build relationships with all new members. Utilizes Synapsys for on-boarding 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 (Lending Advisor, Sr. Lending Advisor, MLO, SFA) to deepen member relationships. Educates members on other products such as Payment Protection, Guaranteed Asset Protection (GAP), Mechanical Repair Coverage (MRC), and Members Auto & Home Insurance Referral Program (MAH). Build relationships and provides financial education through the use of cooperative values and excellent member... 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/50F475FAFD6D45D4