Bilingual Senior Universal Banker

Bilingual Senior Universal Banker

Summit Credit Union, recognized as a top workplace, is seeking a Bilingual Senior Universal Banker to join our dynamic team at our Fitchburg branch. This role involves providing exceptional customer service, handling complex financial transactions, and offering personalized banking solutions. Ideal candidates will have strong communication skills, a deep understanding of financial products, and a commitment to helping members achieve their financial goals.

Essential Functions

• Member Consultation : Collaborates with members to find borrowing solutions via various access points (branch, phone, video).
• Loan Education : Provides education and consultation on loans, performs credit bureau reviews, and accurately inputs loan applications.
• Lending Expertise : Extensive knowledge of lending products, calculates lending ratios, and ensures accurate processing of lending paperwork.
• Deposit Solutions : Advises on deposit products, opens various accounts (savings, checking, certificates, IRAs, money markets), and serves as a primary contact for new accounts.
• Member Onboarding : Utilizes Synapsys for onboarding new members and educates them on services like debit cards, online banking, mobile banking, and bill pay.
• Cross-Selling : Identifies cross-selling opportunities, makes referrals, and educates members on additional products (Payment Protection, GAP, MRC, MAH).
• Relationship Building : Builds relationships through financial education, rapport-building, and thoughtful questions, aiming to improve members' financial lives.
• Member Service : Provides excellent service, coaches Member Service Tellers, utilizes service recovery, and educates members on convenience service options.
• Outbound Activities : Actively participates in outbound calling activities, balancing benefits for both members and the credit union.

Job Specifications

Summit Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Veterans, Minorities and Individuals with Disabilities.