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Bilingual Senior Universal Banker
Bilingual Senior Universal Banker-August 2024
Milwaukee
Aug 27, 2025
About Bilingual Senior Universal Banker

  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 aBilingual Senior Universal Banker to work out of our new Walkers Pointbranch. As a Bilingual Senior Universal Banker at our Walkers Pointbranch you get to work with our members to help them improve theirfinancial lives. In this role, you facilitate collaborative interactionsto analyze the member\'s current and future financial situation. Youadvise members in a variety of financial situations by recommendinglending and deposit products, as well as, other services. Idealcandidate 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 and be able to assist membersin both Spanish and English. Come join our team! Be part of somethingbigger! Summit Credit Union offers excellent benefits - includingtuition 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 theright solutions for their borrowing needs via multiple access pointssuch as in branch, over the phone, and video appointments. Provideseducation and consultation to members on loans. Performs credit bureaureviews for members. Accurately and efficiently interview members andinput loan applications. Extensive knowledge of all lending products.Calculates lending ratios accurately. Ensures all lending paperwork isaccurately collected and processed. Provides deposit solutions formembers. Has knowledge and advises members on all deposit products.Opens savings, checking, certificates, IRAs and money markets formembers. Serves as a primary contact for new accounts and works to buildrelationships with all new members. Utilizes Synapsys for on-boardingall new members. Educates and assists members in other services such asdebit card, online banking, mobile banking and online bill pay.Identifies cross-selling opportunities through member interactions.Makes appropriate referrals based on member needs. Maximizes partnerrelationships (Lending Advisor, Sr. Lending Advisor, MLO, SFA) to deepenmember relationships. Educates members on other products such as PaymentProtection, Guaranteed Asset Protection (GAP), Mechanical RepairCoverage (MRC), and Members Auto & Home Insurance Referral Program(MAH). Build relationships and... For full info follow applicationlink. Summit Credit Union is proud to be an Equal Opportunity andAffirmative Action Employer of Veterans, Minorities and Individuals withDisabilities. ***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/B8634B423A68457D

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