Senior Universal Banker (Personal Banker)

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 Old Sauk Road (Madison) branch.

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.
  • Accurately and efficiently interview members and input loan applications.
  • Performs credit bureau reviews for members.
  • Extensive knowledge of all lending products.
  • Calculates lending ratios accurately.
  • Ensures all lending paperwork is accurately collected and processed.
• Calculates lending ratios accurately.
• Extensive knowledge of all lending products.
• Provides education and consultation to members on loans.
• Ensures all lending paperwork is accurately collected and processed.
• Performs credit bureau reviews for members.
• Accurately and efficiently interview members and input loan applications.

• Utilizes online relationship management tool to effectively onboard new members.
• 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 online relationship management tool to effectively onboard new members.
  • Educates and assists members in other services such as debit card, online banking, mobile banking and online bill pay.
• Serves as a primary contact for new accounts and works to build relationships with all new members.
• Has knowledge and advises members on all deposit products.
• Opens savings, checking, certificates, IRAs and money markets for 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 (personal, mortgage and business lenders as well as financial advisors) to deepen member relationships.
  • Educates members on other products such as Payment Protection and Guaranteed Asset Protection (GAP).
• Educates members on other products such as Payment Protection and Guaranteed Asset Protection (GAP).
• Makes appropriate referrals based on member needs.
• Maximizes partner relationships (personal, mortgage and business lenders as well as financial advisors) to deepen member relationships.

• Provides peer observations and feedback to tellers and universal bankers in their member interactions and referrals to optimize team success.
• Perform account maintenance on existing accounts.
• Conduct teller transactions as needed, fulfilling the needs of members accurately and balancing at the end of each day.
• Utilizes service recovery when applicable.
• Assist members to utilize Personal Teller Machine (PTMs) in branch.
• Actively participates in member inbound/outbound calling activities.
• Meets with members and solidifies long-term relationships through use of rapport-building, mentor phrasing and thoughtful questions.
• Balances the benefit to both the members and the credit union in all interactions.
• Identify member’s goals and help them improve their financial lives.
• Serve members via non-branch channels (e.g. contact center, mobile message, video or chat) as needed.
• Provides excellent member service.
• Consistently utilizes Consultative Communication Skills in all member interactions.
• 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 inbound/outbound calling activities.
  • Serve members via non-branch channels (e.g. contact center, mobile message, video or chat) as needed.
  • Balances the benefit to both the members and the credit union in all interactions.
  • Provides excellent member service.
  • Provides peer observations and feedback to tellers and universal bankers in their member interactions and referrals to optimize team success.
  • Utilizes service recovery when applicable.
  • Educate members about convenience service options such as online banking, mobile banking, and ATM access.
  • Assist members to utilize Personal Teller Machine (PTMs) in branch.
  • Perform account maintenance on existing accounts.
  • Conduct teller transactions as needed, fulfilling the needs of members accurately and balancing at the end of each day.
• Educate members about convenience service options such as online banking, mobile banking, and ATM access.

Job Specifications

Why Summit?

• 401k with match
• Excellent health insurance
• Paid volunteer time
• Student loan pay back
• And more
• Voted top work place both by Madison Magazine and Wisconsin State Journal
• Birthday PTO
• Tuition reimbursement

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.