Senior Universal Banker (Personal Banker)

Summit Credit Union; City of Pewaukee (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Summit Credit Union is seeking a Senior Universal Banker for their Pewaukee branch to enhance members' financial lives through personalized service. Responsibilities include advising on products, maintaining comprehensive knowledge of offerings, and establishing lasting relationships, all in a supportive and diverse environment.

Benefits

Tuition and student loan reimbursement

Health insurance

401K with match

Birthday PTO

Paid volunteer time

And more

Qualifications

• Must be able to obtain an NMLS number.
• One year as a Universal Banker preferred.
• Two years of retail financial or sales experience.

Responsibilities

• Advise members on borrowing needs and various financial products.
• Provide education on loans and perform credit bureau reviews.
• Build long-term relationships through excellent service.

Skills

Communication

Interpersonal skills

Problem-solving

Basic math skills

Ability to multitask

Education

High School Diploma or equivalent

Higher education in finance/business/marketing

Tools

NMLS number

Job 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, enjoy a day off on your birthday and work for a top workplace as voted by Madison Magazine and the Wisconsin State Journal. We are currently seeking a Senior Universal Banker to work out of our Pewaukee branch.

Job Overview

As a Senior Universal Banker at our Pewaukee branch, you will work with members to improve their financial lives by analyzing their current and future financial situations. You will advise members on lending and deposit products, as well as other services.

Qualifications

• Excellent communication and interpersonal skills
• Ability to multitask
• Previous lending and banking experience
• Must be able to obtain an NMLS number

Benefits

• Tuition and student loan reimbursement
• Health insurance
• 401K with match
• Birthday PTO
• Paid volunteer time
• And more

Responsibilities

1. Collaborate and advise members on borrowing needs through various access points, including in-branch, phone, and video.
2. Provide education and consultation on loans, perform credit bureau reviews, and input loan applications.
3. Maintain extensive knowledge of all lending products and accurately calculate lending ratios.
4. Ensure all lending paperwork is correctly collected and processed.
5. Provide deposit solutions, open various accounts, and assist members with online and mobile banking services.
6. Identify cross-selling opportunities and make appropriate referrals.
7. Build long-term relationships with members through excellent service and financial education.
8. Participate in outbound calling activities and utilize service recovery when needed.
9. Educate members on convenience services such as online banking and ATMs.

Job Requirements

• High School Diploma or equivalent
• One year as a Universal Banker preferred
• Ability to attain NMLS number
• Two years of retail financial or sales experience, or higher education in finance/business/marketing
• Excellent communication skills
• Basic math skills for financial calculations
• Knowledge of deposit and loan products
• Problem-solving skills and adaptability

At Summit, we embrace diversity and are committed to equal employment opportunities. We believe that different makes us better. Join us and be part of something bigger!