WI3640907

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 Howard (Green Bay) branch. At
Summit Credit Union, we focus on people helping people with fun, helpful
and friendly service. If this sounds like you, apply today! 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. Accurately and efficiently
interview members and input loan applications. Performs credit bureau
reviews for members. 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 online relationship
management tool to effectively onboard 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 (personal, mortgage and business
lenders as well as financial advisors) to deepen member relationships.
Educates members on other products such as Payment Protection and
Guaranteed Asset Protection (GAP). Build relationships and provides
financial education through the use of cooperative values and excellent
member service. Meets with members and solidifies long-term
relationships through use of rapport-building, mentor phrasing and
thoughtful questions. Consistently utilizes Consultative Communication
Skills in all member interactions. Identify member\'s goals and help
them improve their financial lives. Actively participates in member
inbound/outbound calling activities. Serve members via non-branch
channels (e.g. contact center, mobile message, video or chat) as needed.
Balances the benefit to both the members and the credit union in all
interactions. Provides excellent member service. Provides peer
observations and feedback to tellers and universal bankers in their
member interactions and referrals to\... 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/F5233DAD7C474F16