Bilingual Senior Universal Banker: Loans & Personal Banking

Summit Credit Union; Madison (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401K with match

Student loan pay back

Tuition reimbursement

Birthday PTO

Paid volunteer time

Job summary

Summit Credit Union is seeking a Bilingual Senior Universal Banker for our City Station branch. The role focuses on exceptional member service, lending guidance, and deposit solutions, with emphasis on building relationships and enhancing members’ financial lives.

Strong communication, financial product knowledge, and a member-centric approach are essential. The position involves outbound activities, service coaching, and educating members on digital channels like online and mobile banking.

Qualifications

• 3+ years of sales or customer service experience required.
• High School Diploma or equivalent.
• Have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.

Responsibilities

• Consult with members to find borrowing solutions across branch, phone, and video.
• Provide loan education, review credit bureau, and input loan applications accurately.
• Advise on deposit products and open accounts (savings, checking, CDs, IRAs, money markets).
• Onboard new members using Synapsys and educate on debit cards, online and mobile banking, bill pay.
• Identify cross-selling opportunities and educate members on additional products.

Skills

Customer service

Sales

Interpersonal skills

Communication

Microsoft Office

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

Summit Credit Union is seeking a Bilingual Senior Universal Banker for our City Station branch. The role focuses on exceptional member service, lending guidance, and deposit solutions, with emphasis on building relationships and enhancing members’ financial lives.

Strong communication, financial product knowledge, and a member-centric approach are essential. The position involves outbound activities, service coaching, and educating members on digital channels like online and mobile banking.