Bilingual Senior Universal BankerWisconsin Staffing • Madison, WI, US
Bilingual Senior Universal Banker
Wisconsin Staffing • Madison, WI, US
9 days ago
Job type
- Full-time
Job description2 years' sales or customer service experience required. Will consider higher education in finance / sales / marketing in lieu of experience. High School Diploma or equivalent. Have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number. Professional, well-developed interpersonal and communication skills essential for projecting a positive image as representative of the Credit Union. Requires adaptability and judgment to solve day-to-day unique and in-depth problems within established guidelines. Active listener, who seeks to ask questions before jumping to action; ensuring thorough resolution to challenging situations. Ability to build rapport and relationships with others; comfort with proactive communication with members and non-members necessary. Demonstrates accuracy and attention to detail; ensuring accountability to follow-up and follow-through. Work requires basic knowledge of Microsoft Office.
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.
Create a job alert for this search
Universal Banker • Madison, WI, US
Related jobs
Are you looking for an opportunity to grow your career in the banking industry? One Community Bank in Sun Prairie, WI is seeking a dynamic individual to join our team as a full-time (40 hours per w...Show more
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin.We bring together team members with a variety of backgrounds and experiences to help provide financial s...Show more
Relationship-Focused Opportunity with Growth Potential.Are you a customer service professional looking to elevate your career in banking? A highly respected financial institution, consistently reco...Show more
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.
If you thrive in an environment where your gr...Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.
You will help influence brand decisions on se...Show more A respected organization is seeking a.This role offers the chance to work in a casual environment within a well-known business that values collaboration and stability.
This position is ideal for som...Show more 
Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...Show more Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...Show more 
Job Opportunity : Cath Lab Tech\n\nPosition Details\nSpecialty : Cath Lab Tech\nLocation : Janesville, Wisconsin\nFacility : OneStaff\nEmployment Type : Temporary\nContract Length : 13 weeks\n\nJob Descr...Show more
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...Show more At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.
If you thrive in an environment where your gr...Show more 
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond.
We deliver personalized health care experiences an...Show more
Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...Show more
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in t...Show more
We are currently looking for motivated, inspiring General Managers throughout Wisconsin, Minnesota, and Michigan! Our Dunkin / Baskin-Robbins General Managers are the foundation of our winning teams ...Show more
Job Title : Maintenance Technician 3rd Shift .Maintenance Technician Position Summary : .The Maintenance Technician is responsible for performing preventive, predictive, and corrective maintenance on ...Show more
Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
Provides banker and teller coverage to all Capitol Bank branch locations.Maintains a high degree of knowledge in all Capitol Bank products and services offerings.
Assists customers with opening new ...Show more
Universal Banker
One Community Bank • Cottage Grove, WI, USA
Full-time
Quick Apply
Last updated: 30+ days ago
Lending Client Coordinator
Compeer Financial • Sun Prairie, WI, United States
Full-time
Last updated: 30+ days ago • Promoted
Senior Universal Banker
CFS • Sun Prairie, WI, US
Full-time
Last updated: 30+ days ago • Promoted
Teller
Associated Bank - Corp • Fitchburg, WI, United States
Full-time
Last updated: 30+ days ago • Promoted
Complete Online Surveys For Cash (Up to $25 / per)
Earn Haus • Sun Prairie, WI, US
Full-time +1
Last updated: 17 days ago • Promoted
Billing Analyst
CFS • Waunakee, WI, US
Full-time
Last updated: 20 days ago • Promoted
Madison, WI | Full Time Remote Forex & Currency Trader Position
Maverick Currencies • Madison, WI
Remote
Full-time +1
Last updated: 12 days ago • Promoted
Now Hiring : Remote Currency Trader in Madison, WI | Full Time
Maverick Currencies • Madison, WI
Remote
Full-time +1
Last updated: 12 days ago • Promoted
Travel Cath Lab Tech in Footville, WI - $9859 / month
Vetted • Footville, WI, US
Temporary
Last updated: 10 days ago • Promoted
Bilingual Senior Universal Banker (Personal Banker)
Summit Credit Union • Fitchburg, WI, United States
Full-time
Last updated: 30+ days ago • Promoted
Banker
Associated Bank - Corp • Madison, WI, United States
Full-time
Last updated: 30+ days ago • Promoted
Senior Provider Contracting Manager
Medica • Madison, WI, United States
Full-time
Last updated: 21 days ago • Promoted
Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!
Dynata • Waunakee, WI, US
Full-time
Last updated: 26 days ago • Promoted
Retail Relationship Banker
BMO Financial • Madison, WI, US
Part-time
Last updated: 30+ days ago • Promoted
Store Manager for Dunkin’ / Baskin-Robbins
Dunkin • Waunakee, Wisconsin, US
Permanent
Last updated: 18 days ago • Promoted
Brake and Alignment Specialist
Baker Manufacturing Company LLC • Evansville, WI, US
Full-time
Last updated: 9 hours ago • Promoted • New!
Outside Sales Representative
Platinum Supplemental Insurance • Waunakee, WI, US
Full-time
Last updated: 17 days ago • Promoted
Float Universal Banker
Capitol Bank • Madison, WI, United States
Full-time
Last updated: 20 days ago • Promoted