Current jobs related to Senior Universal Banker - Plover - Summit Credit Union


  • Plover, Wisconsin, United States Summit Credit Union Full time

    Are you eager to advance your career in the financial services sector? Summit Credit Union fosters a culture of collaboration, relationship-building, and professional development. Enjoy the unique benefit of a day off on your birthday while working for a highly regarded organization recognized by local publications. We are currently on the lookout for a Lead...

Senior Universal Banker

2 months ago


Plover, United States Summit Credit Union Full time

SUMMIT CREDIT UNION

Senior Universal Banker

PLOVER ,

Wisconsin

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JOB REQUIREMENTS: Description Are you looking to build your career inthe finance and banking industry? Summit Credit Union provides anenvironment for relationship-building, collaboration, and resources forprofessional growth. In addition, get the day off on your birthday ANDexperience working for a top work place as voted by both MadisonMagazine and the Wisconsin State Journal. We are currently seeking aSenior Universal Banker to work out of our Plover branch. As a SeniorUniversal Banker at our Plover branch you get to work with our membersto help them improve their financial lives. In this role, you facilitatecollaborative interactions to analyze the member\'s current and futurefinancial situation. You advise members in a variety of financialsituations by recommending lending and deposit products, as well as,other services. Ideal candidate will display excellent communication andinterpersonal skills, ability to multitask and have previous lending andbanking experience. You must be able to obtain an NMLS number. Come joinour team Be part of something bigger Summit Credit Union offersexcellent benefits - including tuition and student loan reimbursement.Summit also has a fun, collaborative working environment and opportunityfor career growth. Essential Functions Collaborates and advises memberson finding the right solutions for their borrowing needs via multipleaccess points such as in branch, over the phone, and video appointments.Provides education and consultation to members on loans. Performs creditbureau reviews for members. Accurately and efficiently interview membersand input loan applications. Extensive knowledge of all lendingproducts. Calculates lending ratios accurately. Ensures all lendingpaperwork is accurately collected and processed. Provides depositsolutions for members. Has knowledge and advises members on all depositproducts. Opens savings, checking, certificates, IRAs and money marketsfor members. Serves as a primary contact for new accounts and works tobuild relationships with all new members. Utilizes Synapsys foron-boarding all new members. Educates and assists members in otherservices such as debit card, online banking, mobile banking and onlinebill pay. Identifies cross-selling opportunities through memberinteractions. Makes appropriate referrals based on member needs.Maximizes partner relationships (Lending Advisor, Sr. Lending Advisor,MLO, SFA) to deepen member relationships. Educates members on otherproducts such as Payment Protection, Guaranteed Asset Protection (GAP),Mechanical Repair Coverage (MRC), and Members Auto & Home InsuranceReferral Program (MAH). Build relationships and provides financialeducation through the use of cooperative values and excellent member...For full info follow application link. Summit Credit Union is proud tobe an Equal Opportunity and Affirmative Action Employer of Veterans,Minorities and Individuals with Disabilities. ***** APPLICATIONINSTRUCTIONS: Apply Online: ipc.us/t/FAC6FC59FE974D6D

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