Universal Banker

Self-Help; Milwaukee (WI); On-site; USD 72,352,000 - 97,592,000; Full time

Job summary

Self-Help in Milwaukee, WI seeks a Universal Banker to manage consumer loans from initiation to closing and to assist members with financial services. The role includes cash handling, vault duties, and promoting credit union products.

The ideal candidate has 3–5 years in financial services, bilingual English/Spanish, and strong relationship-building skills. Some travel to cover branches may be required.

Qualifications

• 3-5 years in a financial institution or other customer service industry preferred.
• Bilingual English/Spanish fluency REQUIRED.
• Ability to form and maintain strong relationships with internal and external customers.
• May be required to travel to cover other branches.
• High school diploma or equivalent.

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 needs.
• Process share deposit payments, loan payments, CD and lines of credit transactions.
• Disburse cash and check withdrawals.
• Open, close, and balance cash drawer daily.
• Handle Vault Teller responsibilities and balance ATM daily.
• Initiate conversations to suggest new products and services.
• Participate in Credit Union outreach events.
• Adhere to general regulatory procedures.

Skills

Bilingual English/Spanish

Customer service

Relationship building

Travel readiness

Education

High school diploma or equivalent

Job description

Job Description:

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

We are seeking a Universal Banker to join our Milwaukee, WI team!

WHAT You’ll Do:

• Manage the consumer loan process from initiation through pre-qualification to closing, including: interviewing loan applicants, preparing applications, preparing files for processing and underwriting, providing timely accurate disclosures to members, and troubleshooting issues that may arise.

• Work with members (customers) to meet their financial service needs

• Promote credit union products and services based on member’s needs

• Process share deposit payments, loan payments, CD and lines of credit transactions, etc.

• Disburse cash and check withdrawals.

• Open, close, and balance cash drawer daily.

• Handle Vault Teller responsibilities and balance ATM daily.

• Initiate conversations to suggest new products and services.

• Participate in Credit Union outreach events.

• Adhere to general regulatory procedures.

WHAT You’ll Need:

• 3-5 years in a financial institution or other customer service industry preferred

• Bilingual English/Spanish fluency REQUIRED

• Ability to form and maintain strong relationships with internal and external customers.

• May be required to travel to cover other branches.

• High school diploma or equivalent.

Compensation Range: Starting at $25.25/hr

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer:

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.