Bilingual Universal Banker — Loans & Community Impact

Self-Help Federal Credit Union; Milwaukee (WI); Hybrid; USD 34,000 - 41,000; Full time

Job summary

Self-Help Federal Credit Union in Milwaukee, WI is seeking a Universal Banker to join our team. You will manage the consumer loan process, interview applicants, prepare files for processing, and provide timely disclosures to members while troubleshooting issues.

You will work with members to meet financial service needs, promote products, and process various payments. This role may require travel to cover other branches and requires a high school diploma.

Qualifications

• 3-5 years in a financial institution or other customer service industry preferred.
• Bilingual fluency in English and Spanish REQUIRED.
• Ability to form and maintain strong relationships with internal and external customers.

Responsibilities

• Manage the consumer loan process from initiation through pre-qualification to closing.
• Work with members to meet their financial service needs.
• Promote credit union products and services based on member’s needs.
• Process share deposit payments, loan payments, CDs and lines of credit transactions.
• Disburse cash and check withdrawals.
• Open, close, and balance cash drawer daily.

Skills

Customer service

Bilingual English/Spanish

Education

High school diploma or equivalent

Job description

Self-Help Federal Credit Union in Milwaukee, WI is seeking a Universal Banker to join our team. You will manage the consumer loan process, interview applicants, prepare files for processing, and provide timely disclosures to members while troubleshooting issues.

You will work with members to meet financial service needs, promote products, and process various payments. This role may require travel to cover other branches and requires a high school diploma.