Senior Universal Banker (Personal Banker)

Summit Credit Union; Lake Mills (WI); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Senior Universal Banker to join their Lake Mills branch. In this dynamic role, you'll work closely with members to enhance their financial lives through tailored advice on lending and deposit products. This position emphasizes collaboration, communication, and building lasting relationships. With a strong focus on professional growth and a supportive team environment, this role offers a unique opportunity to make a significant impact in the community. Join a top workplace recognized for its commitment to employee satisfaction and community engagement.

Benefits

401K with match

Student loan pay back

Birthday PTO

Tuition reimbursement

Collaborative working environment

Qualifications

• Must be able to obtain an NMLS number.
• Two years retail financial experience or in a sales environment preferred.

Responsibilities

• Collaborates with members to find solutions for their borrowing needs.
• Provides education on loans and deposit products.

Skills

Excellent communication skills

Interpersonal skills

Multitasking

Lending experience

Financial education

Education

High School Diploma or equivalent

Higher education in finance/business/marketing

Tools

Synapsys

Job description

Senior Universal Banker (Personal Banker)

Job Category: Retail

Requisition Number: SENIO003853

Apply now

• Posted : April 29, 2025
• Full-Time
• On-site

Locations

Showing 1 location

Lake Mills
141 E Tyranena Park Road
Lake Mills, WI 53551, USA

Lake Mills
141 E Tyranena Park Road
Lake Mills, WI 53551, USA

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 Lake Mills branch.

As a Senior Universal Banker at our Lake Mills 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.
• 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 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 outbound calling activities.
  • Balances the benefit to both the members and the credit union in all interactions.
  • Provides excellent member service.
  • Coach the Member Service Teller by observing their member interactions and providing feedback on the referrals they are sending.
  • Utilizes service recovery when applicable.
  • Educate members about convenience service options such as online banking, mobile banking, and ATM access.

Job Specifications

• High School Diploma or equivalent.
• Bilingual candidate preferred.
• One year as Universal Banker (preferred).
• Have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.
• Two years retail financial experience or working in a sales environment, previous lending experience preferred. Will consider higher education in finance/business/marketing in lieu of experience.
• Working knowledge of basic business math, including ability to perform dividend, interest, payoff, equity and certificate penalty calculations.
• Working knowledge of deposit accounts and loan products.
• Ability to hear, assimilate and solve problems quickly, using a member service approach.
• Ability to adapt to changing job responsibilities quickly and effectively.

Why Summit?

• Voted top work place both by Madison Magazine and WSJ
• 401K with match
• Student loan pay back
• Birthday PTO
• And more

At Summit we cover more ground, give more back and have more fun. Come be a part of something bigger!

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.

Qualifications

Skills

Behaviors

:

Motivations

:

Education

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.