Senior Personal Banker

4 weeks ago


Sun Prairie, Wisconsin, United States Summit Credit Union Full time
Job Summary

We are seeking a highly skilled and motivated Senior Personal Banker to join our team at Summit Credit Union. As a Senior Personal Banker, you will be responsible for providing exceptional member service, building strong relationships with our members, and helping them achieve their financial goals.

Key Responsibilities
  • Collaborate with members to understand their financial needs and provide personalized solutions.
  • Provide education and consultation on loans and deposit products.
  • Accurately and efficiently process loan applications and perform credit bureau reviews.
  • Utilize online relationship management tools to effectively onboard new members.
  • Identify cross-selling opportunities and make referrals based on member needs.
Requirements
  • High School Diploma or equivalent.
  • Nationwide Mortgage Licensing System (NMLS) number.
  • Two years sales or customer service experience, with 1 year lending experience preferred.
  • Excellent communication skills.
  • Working knowledge of basic business math and deposit accounts.
Why Summit?

At Summit Credit Union, we offer a dynamic and supportive work environment, excellent health insurance, 401k with match, student loan pay back, tuition reimbursement, and more. We are committed to providing equal employment opportunity and embracing diversity.


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