Universal Banker

Simplicity Credit Union; Neenah (WI); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Disability insurance

Floating and paid holidays

Health savings account

Long-term disability insurance

Mental health time off

Paid time off (PTO)

Short-term disability insurance

Job summary

Simplicity Credit Union in Neenah, WI seeks a Member Relationship Representative (Universal Banker) to deliver exceptional service, onboard new members, and grow relationships by offering products across your footprint.

You will work within a dedicated sales team, meet sales and growth targets, and help members realize their financial goals through personalized guidance and support.

Qualifications

• High school education or GED and 1–3 years of related experience.
• Strong communication, analytical, and organizational skills.

Responsibilities

• Onboard new members and increase Simplicity’s relationship with members by offering additional products and services.
• Review member credit reports to recognize lending opportunities to best fit the member’s needs.
• Conduct follow up contact with members via phone, email, or text based on the member’s preferred communication method.
• Process credit card and flex line applications.
• Outbound sales calls as assigned.
• Seek opportunities to enhance the members’ experience by presenting additional loan opportunities or products.

Skills

Excellent communication skills

Analytical skills

Self-motivated

Adaptable to change

Education

High school education or GED

Job description

We are today, and we’ve always been, a team of passionate Credit Union believers who work together to help our friends and neighbors realize their dreams. From the latest tech to keep our members in the know, wherever they may be, to an innovative branch experience, we’re focused on giving people what they need, when they need it. And what you see is not all you get. The Simplicity Team supports our member experience with a culture of collaboration and creativity, a focus on the things that mean the most to us, and a healthy dose of wackiness to bring it all together. Most importantly, we love turning new friends into members of the Simplicity Family and seeing where we can go together!

Position Summary:

A Member Relationship Representative (Universal Banker) is responsible for exceptional service through interactions with members by resolving problems, enhancing the member relationship, and answering questions covering the entire spectrum of Simplicity Credit Union’s products and services. The primary responsibility of this position is the onboarding of new members and increasing Simplicity’s relationship with existing members. The Member Relationship Representative will be part of a dedicated sales team, working to achieve sales goals and overall growth goals for the Credit Union.

This position will always project a positive and friendly image for the credit union through interactions with members and co-workers. This position will be in our Neenah branch.

• • Issuing new accounts for existing members and adding joint members with the additional competencies of HSAs, IRAs, trusts, death accounts, member complaints, assisting with lending servicing inquiries, closing loans and online loan applications (when necessary).
• • Primary responsibilities are onboarding new members and increasing Simplicity’s relationship with members by offering additional products and services.
• • Reviewing member credit reports to recognize lending opportunities to best fit the member’s needs.
• • Conducting follow up contact with members via phone, email, or text based on the member’s preferred communication method.
• • Process credit card and flex line applications.
• • Outbound sales calls as assigned.
• • Seeking out opportunities to enhance the members’ experience by recognizing and presenting additional loan opportunities or offering products and services that would improve the members’ financial lives.
• • Reinforce continuous collaboration and respectful communication between all departments by promoting strong, positive, and productive working relationships through the commitment to the company’s core values, vision and mission statements.
• • High school education or GED and one to three years of similar or related experience.
• • Excellent communication skills.
• • A high degree of mental concentration to interpret and act upon a wide range of situations, even under pressure.
• • Exceptional analytical skills with a strong attention to detail, ability to plan, prioritize and organize work effectively and efficiently.
• • Must be friendly and able to represent the Credit Union in a professional and positive manner.
• • Believes in own capabilities and knowledge to affect positive outcomes and even succeed where others may not, and demonstrates that attitude in performing day-to-day activities.
• • Self-motivated by the desire to accomplish goals and have exceptional performance; very open to receiving constructive feedback.
• • Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
• • Displays an on-going commitment to learning and self-improvement in areas that are job and/or organization-relevant.

*The final offer will be based on experience, skills, internal equity, and market data.

This position is also eligible for a yearly company performance bonus payout.

Compensation:

Starting base pay of $18.63 per hour based on experience , with earning potential of up to $27.95 per hour.

• • Disability insurance
• • Floating and paid holidays
• • Health savings account
• • Long-term disability insurance, employer paid
• • Mental health time off
• • Paid time off (PTO)
• • Short-term disability insurance, employer paid