WI3657405

1

High School Diploma/GED

High School Diploma/GED Equivalent

Unspecified

40

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 NE branch. As a
Senior Universal Banker at our Waukesha NE 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/F7CDDC013ADD4E95