Experience Inc. Jobs

JOB REQUIREMENTS: Description 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 Howard (Green Bay) branch. At Summit Credit Union, we focus on people helping people with fun, helpful and friendly service. If this sounds like you, apply today! 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. 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. 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). 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... For full info follow application link. Summit Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Veterans, Minorities and Individuals with Disabilities. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/F5233DAD7C474F16