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Senior Universal Banker
Senior Universal Banker-March 2024
Milwaukee
Mar 29, 2026
About 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 aSenior Universal Banker to work out of our VA Medical Center branch. Asa Senior Universal Banker at our VA Medical Center branch you get towork with our members to help them improve their financial lives. Inthis role, you facilitate collaborative interactions to analyze themember\'s current and future financial situation. You advise members ina variety of financial situations by recommending lending and depositproducts, as well as, other services. Ideal candidate will displayexcellent communication and interpersonal skills, ability to multitaskand have previous lending and banking experience. You must be able toobtain an NMLS number. Come join our team! Be part of something bigger!Summit Credit Union offers excellent benefits - including tuition andstudent loan reimbursement. Summit also has a fun, collaborative workingenvironment and opportunity for career growth. Essential FunctionsCollaborates and advises members on finding the right solutions fortheir borrowing needs via multiple access points such as in branch, overthe phone, and video appointments. Provides education and consultationto members on loans. Performs credit bureau reviews for members.Accurately and efficiently interview members and input loanapplications. Extensive knowledge of all lending products. Calculateslending ratios accurately. Ensures all lending paperwork is accuratelycollected and processed. Provides deposit solutions for members. Hasknowledge and advises members on all deposit products. Opens savings,checking, certificates, IRAs and money markets for members. Serves as aprimary contact for new accounts and works to build relationships withall 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. Identifiescross-selling opportunities through member interactions. Makesappropriate 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 provides financial education through theuse of cooperative values and excellent... For full info followapplication link. Summit Credit Union is proud to be an EqualOpportunity and Affirmative Action Employer of Veterans, Minorities andIndividuals with Disabilities. ***** APPLICATION INSTRUCTIONS:Apply Online: ipc.us/t/505EF4774FC84C20

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