Senior Universal Banker

JOB REQUIREMENTS: Description Essential Functions Collaborates andadvises members on finding the right solutions for their borrowing needsvia multiple access points such as in branch, over the phone, and videoappointments. Provides education and consultation to members on loans.Accurately and efficiently interview members and input loanapplications. Performs credit bureau reviews for members. Extensiveknowledge of all lending products. Calculates lending ratios accurately.Ensures all lending paperwork is accurately collected and processed.Provides deposit solutions for members. Has knowledge and advisesmembers on all deposit products. Opens savings, checking, certificates,IRAs and money markets for members. Serves as a primary contact for newaccounts and works to build relationships with all new members. Utilizesonline 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. Identifiescross-selling opportunities through member interactions. Makesappropriate referrals based on member needs. Maximizes partnerrelationships (personal, mortgage and business lenders as well asfinancial advisors) to deepen member relationships. Educates members onother products such as Payment Protection and Guaranteed AssetProtection (GAP). Build relationships and provides financial educationthrough the use of cooperative values and excellent member service.Meets with members and solidifies long-term relationships through use ofrapport-building, mentor phrasing and thoughtful questions. Consistentlyutilizes 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, mobilemessage, video or chat) as needed. Balances the benefit to both themembers and the credit union in all interactions. Provides excellentmember service. Provides peer observations and feedback to tellers anduniversal bankers in their member interactions and referrals to optimizeteam success. Utilizes service recovery when applicable. Educate membersabout convenience service options such as online banking, mobilebanking, and ATM access. Assist members to utilize Personal TellerMachine (PTMs) in branch. Perform account maintenance on existingaccounts. Conduct teller transactions as needed, fulfilling the needs ofmembers accurately and balancing at the end of each day. JobSpecifications High School Diploma or equivalent. Have or be able toattain a Nationwide Mortgage Licensing System (NMLS) number. Two yearssales or customer service... For full info follow application link.Summit Credit Union is proud to be an Equal Opportunity and AffirmativeAction Employer of Veterans, Minorities and Individuals withDisabilities. APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/C4B5CC3632FA4F21

Created: 2026-02-06