Universal Banker - Part Time 30 hours

Summit Credit Union; Madison (WI); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking credit union as a Universal Banker, where you'll enhance members' financial lives through personalized consultations and expert advice on lending and deposit products. This role emphasizes relationship building, ensuring members receive exceptional service while you grow your career in a supportive environment. With excellent benefits like tuition reimbursement and birthday PTO, this is an opportunity to be part of a top workplace recognized for its commitment to employee satisfaction and community impact. If you're passionate about finance and helping others, this role is for you!

Benefits

Excellent health insurance

401K with match

Student loan pay back

Tuition reimbursement

Birthday PTO

Paid volunteer time

Qualifications

• 1 year as Universal Banker preferred.
• Ability to obtain NMLS number.

Responsibilities

• Advise members on borrowing needs and deposit solutions.
• Educate members on loans and perform credit bureau reviews.
• Build long-term relationships through consultative communication.

Skills

Communication Skills

Interpersonal Skills

Multitasking

Financial Analysis

Education

High School Diploma

Experience in Retail Finance

Higher Education in Finance/Business/Marketing

Tools

Synapsys

Job description

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, 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 Universal Banker to work out of our Old Sauk branch.

As a Universal Banker at our Old Sauk 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 of our Universal Bankers:

• Member Consultation: Advises members on borrowing needs and deposit solutions through various channels (in-branch, phone, video).


• Loan Services: Educates members on loans, performs credit bureau reviews, inputs loan applications, and ensures accurate lending paperwork.


• Product Knowledge: Extensive knowledge of all lending and deposit products, including savings, checking, certificates, IRAs, and money markets.


• Account Management: Opens new accounts, builds relationships with new members, and uses Synapsys for onboarding.


• Cross-Selling: Identifies opportunities to cross-sell products and services, makes referrals, and educates members on additional products like Payment Protection and insurance programs.


• Member Education: Provides financial education, assists with services like debit cards and online banking, and participates in outbound calling activities.


• Relationship Building: Builds long-term relationships through rapport-building and consultative communication, helping members achieve their financial goals.


• Service Excellence: Ensures excellent member service, coaches Member Service Tellers, and utilizes service recovery when needed.

This role is all about providing comprehensive financial solutions and building strong, lasting relationships with members.

Job Specifications

1. High School Diploma or equivalent.


2. One year as Universal Banker (preferred).


3. Have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.


4. 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.


5. Excellent communication skills.


6. Working knowledge of basic business math, including ability to perform dividend, interest, payoff, equity and certificate penalty calculations.


7. Working knowledge of deposit accounts and loan products.


8. Ability to hear, assimilate and solve problems quickly, using a member service approach.


9. Ability to adapt to changing job responsibilities quickly and effectively.

Why Summit?

• Voted top work place both by Madison Magazine and WSJ


• Excellent health insurance


• 401K with match


• Student loan pay back


• Tuition reimbursement


• Birthday PTO


• Paid volunteer time


• 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.

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.