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

  • Customer Service Representative

    1 month ago

    Schofield, United States Peoples State Bank Full time

    Depending on experiences, this opportunity can range from entry to senior/lead Customer Service Representative status.LOCATION: 7205 Stone Ridge Drive, Weston, WI 54476 HOURS: Monday through Friday 8-5 PM and rotating Saturdays 9-12 PM Are you passionate about providing top-notch service to customers? As a Full Time Customer Service Representative at Peoples...

  • Senior Logistics Management Specialist

    4 days ago

    Schofield Barracks, Hawaii, United States Amentum Full time

    Job Summary:Amentum is seeking a highly skilled Senior Logistics Management Specialist to support an upcoming INSCOM G-4 Global Intelligence Logistics and Engineering (GILE) Support contract.The selected candidate will be responsible for utilizing various systems, including the Defense Property Accountability System (DPAS), Global Combat Support System- Army...

  • IT Cybersecurity Specialist

    2 weeks ago

    Schofield, Wisconsin, United States Wausau Supply Company Full time

    Job Summary:Wausau Supply Company (WSC) relies on technology to drive all aspects of the business. The IT Cybersecurity Specialist role will support the Infrastructure Team to provide level 1 and level 2 Information Technology (IT) network/system support across all technology platforms for both internal employees and external customers.Key...

  • Senior Logistics Management Specialist

    4 weeks ago

    Schofield Barracks, United States Amentum Full time

    **This position is contingent upon contract award**Amentum is seeking a Senior Logistics Management Specialist to support an upcoming INSCOM G-4 Global Intelligence Logistics and Engineering (GILE) Support contract. These services will support tactical, operational, and strategic intelligence units, personnel and their ground and aerial intelligence...

  • Onsite IT Technician Level ll

    5 months ago

    Schofield, United States TeamLogic, Inc. Full time

    BenefitsWe offer competitive wages, PTO, career opportunities, all within a supportive work environment and ongoing training. We encourage, support and reward ongoing certifications. About Us We are a locally owned business providing comprehensive IT services to small- and medium-sized businesses in the central Wisconsin area. Our main office is located near...

  • Field Service Engineer

    2 weeks ago

    Schofield Barracks, Hawaii, United States Amentum Full time

    Job Title: Field Service EngineerAmentum is seeking a highly skilled Field Service Engineer to join our Position, Navigation and Timing Program at Schofield Barracks in Honolulu, HI.Job Summary:We are looking for a motivated and dedicated Field Service Technician to provide technical support to military units throughout the United States and occasionally...

  • Performance Center Manager

    2 weeks ago

    Schofield Barracks, Hawaii, United States Strategic Resources Inc Full time

    Job Title: Performance Center ManagerAbout the Role:Strategic Resources Inc. (SRI) is seeking a highly skilled and experienced Performance Center Manager to join our team. As a Performance Center Manager, you will serve as the local installation Subject Matter Expert (SME) for program matters and lead, manage, and direct contractor staff assigned to their...

  • Performance Center Manager

    7 days ago

    Schofield Barracks, Hawaii, United States Strategic Resources Inc Full time

    Job Summary:Strategic Resources Inc. is seeking a highly skilled Performance Center Manager to join our team. As a key member of our organization, you will be responsible for leading, managing, and directing contractor staff assigned to the Army Ready and Resilient Performance Center program.Key Responsibilities:Serve as the local installation Point of...

Senior Universal Banker

3 months ago

Schofield, United States Summit Credit Union Full time

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 Senior Universal Banker to work out of our Weston branch.

As a Senior Universal Banker at our Weston 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

  • Collaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments.
    • Provides education and consultation to members on loans.
    • Performs credit bureau reviews for members.
    • Accurately and efficiently interview members and input loan applications.
    • Extensive knowledge of all lending products.
    • Calculates lending ratios accurately.
    • Ensures all lending paperwork is accurately collected and processed.
  • Provides deposit solutions for members.
    • Has knowledge and advises members on all deposit products.
    • Opens savings, checking, certificates, IRAs and money markets for members.
    • Serves as a primary contact for new accounts and works to build relationships with all new members.
    • Utilizes Synapsys for on-boarding all new members.
    • Educates and assists members in other services such as debit card, online banking, mobile banking and online bill pay.
  • Identifies cross-selling opportunities through member interactions.
    • Makes appropriate referrals based on member needs.
    • Maximizes partner relationships (Lending Advisor, Sr. Lending Advisor, MLO, SFA) to deepen member relationships.
    • Educates members on other products such as Payment Protection, Guaranteed Asset Protection (GAP), Mechanical Repair Coverage (MRC), and Members Auto & Home Insurance Referral Program (MAH).
  • Build relationships and provides financial education through the use of cooperative values and excellent member service.
    • Meets with members and solidifies long-term relationships through use of rapport-building, mentor phrasing and thoughtful questions.
    • Consistently utilizes Consultative Communication Skills in all member interactions.
    • Identify member's goals and help them improve their financial lives.
    • Actively participates in member outbound calling activities.
    • Balances the benefit to both the members and the credit union in all interactions.
    • Provides excellent member service.
    • Coach the Member Service Teller by observing their member interactions and providing feedback on the referrals they are sending.
    • Utilizes service recovery when applicable.
    • Educate members about convenience service options such as online banking, mobile banking, and ATM access.
Job Specifications

  1. High School Diploma or equivalent.
  2. Bilingual candidate preferred.
  3. One year as Universal Banker (preferred).
  4. Have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.
  5. 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.
  6. Excellent communication skills.
  7. Working knowledge of basic business math, including ability to perform dividend, interest, payoff, equity and certificate penalty calculations.
  8. Working knowledge of deposit accounts and loan products.
  9. Ability to hear, assimilate and solve problems quickly, using a member service approach.
  10. 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

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)