Universal Banker - Part Time 30 hours

Summit Credit Union; Milwaukee (WI); On-site; USD 30,000 - 50,000; Part time

Job summary

Join a forward-thinking credit union as a Universal Banker, where you'll enhance members' financial lives through personalized consultation and expert advice on products and services. This part-time role offers a collaborative environment focused on relationship-building, ensuring members receive exceptional service. Enjoy benefits like tuition reimbursement and birthday PTO, all while working for a recognized top workplace. If you're passionate about finance and helping others achieve their goals, this is the perfect opportunity for you.

Benefits

Excellent health insurance

401K with match

Student loan repayment assistance

Tuition reimbursement

Birthday PTO

Paid volunteer time

Qualifications

• 1+ years as a Universal Banker or retail financial experience preferred.
• Ability to obtain an NMLS number is required.

Responsibilities

• Advise members on borrowing needs and deposit solutions.
• Educate members on loans and perform credit bureau reviews.
• Build long-term relationships with members to achieve financial goals.

Skills

Communication Skills

Interpersonal Skills

Multitasking

Customer Service

Basic Business Math

Education

High School Diploma or equivalent

Higher education in finance/business/marketing

Tools

Synapsys

Job description

Join to apply for the Universal Banker - Part Time 30 hours role at Summit Credit Union.

4 days ago Be among the first 25 applicants.

Get AI-powered advice on this job and more exclusive features.

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 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 will work with members to help improve their financial lives. You will facilitate collaborative interactions to analyze the member's current and future financial situation, advise members in various financial scenarios, and recommend lending and deposit products, as well as other services.

The ideal candidate will display excellent communication and interpersonal skills, the ability to multitask, and 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. We have 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 focuses on 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).
• Ability to obtain an NMLS number.
• Two years of retail financial experience or working in a sales environment; previous lending experience preferred. Higher education in finance/business/marketing may be considered in lieu of experience.
• Excellent communication skills.
• Basic business math skills, including dividend, interest, payoff, equity, and certificate penalty calculations.
• Knowledge of deposit accounts and loan products.
• Ability to hear, analyze, and solve problems quickly with a member service approach.
• Adaptability to changing responsibilities.

Why Summit?

• Voted top workplace by Madison Magazine and WSJ.
• Excellent health insurance.
• 401K with match.
• Student loan repayment assistance.
• Tuition reimbursement.
• Birthday PTO.
• Paid volunteer time.
• And more.

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

We are committed to 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 law. We embrace diversity and believe inclusion is key to our success. Employment decisions are based on qualifications, merit, and business need.

Additional Details

• Seniority level: Entry level
• Employment type: Part-time
• Job function: Accounting/Auditing and Finance
• Industries: Accounting