Universal Banker - Part Time 30 hours

Summit Credit Union; Milwaukee (WI); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking financial institution as a Universal Banker, where you will empower members to enhance their financial well-being. In this dynamic role, you will engage with members to provide tailored financial advice, recommend suitable products, and foster long-lasting relationships. This organization is recognized as a top workplace, offering a collaborative environment and opportunities for professional development. With unique perks such as birthday PTO and student loan reimbursement, this position not only supports your career but also values your personal milestones. Become part of a team that believes in making a positive impact on the community and its members.

Benefits

401K with match

Student loan payback

Birthday PTO

Collaborative working environment

Qualifications

• 1+ year as a Universal Banker preferred.
• Ability to obtain a Nationwide Mortgage Licensing System (NMLS) number.

Responsibilities

• Advise members on borrowing needs and deposit solutions.
• Educate members on loans and perform credit bureau reviews.

Skills

Communication Skills

Interpersonal Skills

Multitasking

Problem Solving

Education

High School Diploma or equivalent

Higher education in finance/business/marketing

Tools

Synapsys

Job description

Veterans
5000 W National Avenue
Milwaukee, WI 53295, 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 workplace as voted by both Madison Magazine and the Wisconsin State Journal. We are currently seeking a Universal Banker to work out of our VA branch.

As a Universal Banker at our VA 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.

The ideal candidate will display excellent communication and interpersonal skills, the 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 opportunities 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:

• High School Diploma or equivalent.
• One year as a 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 workplace both by Madison Magazine and WSJ
• 401K with match
• Student loan payback
• 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.