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Lead Financial Solutions Consultant

2 months ago

Sun Prairie, Wisconsin, United States Summit Credit Union Full time
Core Responsibilities

  1. Engages with members to guide them in selecting optimal solutions for their financing requirements through various channels including in-branch consultations, telephonic discussions, and virtual meetings.
    1. Offers insights and guidance to members regarding loan options.
    2. Conducts thorough interviews with members and processes loan applications with precision.
    3. Executes credit report assessments for members.
    4. Possesses comprehensive knowledge of all lending offerings.
    5. Accurately computes lending ratios.
    6. Ensures all necessary lending documentation is correctly gathered and processed.
  2. Delivers deposit solutions tailored to member needs.
    1. Possesses expertise in advising members on a variety of deposit products.
    2. Facilitates the opening of savings, checking, certificates, IRAs, and money market accounts for members.
    3. Acts as the primary liaison for new accounts, fostering relationships with all new members.
    4. Utilizes an online relationship management system to effectively onboard new members.
    5. Educates and assists members with additional services such as debit cards, online banking, mobile banking, and online bill payment.
  3. Recognizes and acts on cross-selling opportunities during member interactions.
    1. Makes suitable referrals based on member requirements.
    2. Enhances partner relationships (including personal, mortgage, and business lenders as well as financial advisors) to strengthen member connections.
    3. Informs members about additional products such as Payment Protection and Guaranteed Asset Protection (GAP).
  4. Builds rapport and imparts financial literacy through cooperative values and exceptional member service.
    1. Engages with members to establish long-term relationships using rapport-building techniques, mentoring language, and thoughtful inquiries.
    2. Consistently applies Consultative Communication Skills in all member engagements.
    3. Identifies members' aspirations and assists them in enhancing their financial well-being.
    4. Actively participates in member outreach through inbound and outbound calling initiatives.
    5. Serves members through non-branch channels (e.g., contact center, mobile messaging, video, or chat) as required.
    6. Balances the advantages for both members and the credit union in all interactions.
    7. Delivers outstanding member service.
    8. Provides constructive feedback and observations to tellers and universal bankers regarding their member interactions and referrals to optimize team performance.
    9. Utilizes service recovery strategies when necessary.
    10. Educates members about convenient service options such as online banking, mobile banking, and ATM access.
    11. Assists members in utilizing Personal Teller Machines (PTMs) within the branch.
    12. Conducts account maintenance for existing accounts.
    13. Performs teller transactions as needed, accurately fulfilling member needs and balancing at the end of each day.
Job Requirements
  1. High School Diploma or equivalent.
  2. Possession or ability to obtain a Nationwide Mortgage Licensing System (NMLS) number.
  3. Minimum of two years in sales or customer service, with one year of lending experience preferred. Higher education in finance, business, or marketing may substitute for experience.
  4. Exceptional communication abilities.
  5. Proficient in basic business mathematics, including the capability to perform calculations related to dividends, interest, payoffs, equity, and certificate penalties.
  6. Familiarity with deposit accounts and loan products.
  7. Ability to listen, assimilate, and resolve issues promptly, employing a member service approach.
  8. Capacity to adapt swiftly and effectively to changing job responsibilities.
Why Choose Summit?
  • Awarded as a top workplace by Madison Magazine and Wisconsin State Journal.
  • Comprehensive health insurance coverage.
  • 401k plan with matching contributions.
  • Student loan repayment assistance.
  • Tuition reimbursement programs.
  • Birthday paid time off.
  • Paid time for volunteer activities.
  • And additional benefits.
At Summit, we strive to cover more ground, give back more, and enjoy our work. Join us in being part of something greater.

At Summit Credit Union, we are dedicated to ensuring Equal Employment Opportunity without regard to 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 value diversity and believe that inclusion is essential to our success as a credit union. Different perspectives make us stronger. Employment decisions are based on qualifications, merit, and business needs.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not terminate or discriminate against employees or applicants for inquiring about, discussing, or disclosing their own pay or the pay of another employee or applicant. However, employees with access to compensation information as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals without access to that 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 obligation to provide information. 41 CFR c)