SPHERION Hiring for Senior Universal Banker at GREEN BAY, Wisconsin Full Time

JOB REQUIREMENTS: Details: – Location: Weston, WI – Fully onsite
schedule, Monday- Friday 8:00 am to 5:00 pm – Benefits package offered –
Salary will be discussed during the interview process Spherion Staffing
and Recruiting, in partnership with Summit Credit Union, is seeking a
Senior Universal Banker. The Senior Universal Banker builds new and
enhances existing relationships while utilizing multiple member access
points such as in branch, phone, online messaging, and video
appointments. In this role, the incumbent will also facilitate
meaningful and collaborative interactions with current and prospective
members to analyze their current financial situation and future needs.
In addition, you will advise members on the value and effective use of a
variety of financial solutions, including lending and deposit products,
as well as other services, to achieve their financial goals. Essential
Functions: – Collaborate and advise members on finding the right
solutions for their borrowing needs: Provide education and consultation
to members on loans. Accurately and efficiently interview members and
input loan applications. Perform credit bureau reviews for members.
Extensive knowledge of all lending products. Calculate lending ratios
accurately. Ensure all lending paperwork is accurately collected and
processed – Provide deposit solutions for members: Have knowledge and
advise members on all deposit products Open savings, checking,
certificates, IRAs, and money markets for members. Serve as a primary
contact for new accounts and work to build relationships with all new
members Utilize online relationship management tool members. Educate and
assist members in other services such as debit card, online banking,
mobile banking, and online bill pay – Identify cross-selling
opportunities through member interactions: Make appropriate referrals
based on member needs. Maximize partner relationships (personal,
mortgage, and business lenders as well as financial advisors) to deepen
member relationships. Educate members on other products such as Payment
Protection and Guaranteed Asset Protection (GAP) – Build relationships
and provide financial education through the use of cooperative values
and excellent member service: Meet with members and solidify long-term
relationships through the use of rapport-building, mentor phrasing, and
thoughtful questions. Consistently utilize Consultative Communication
Skills in all member interactions. Identify members’ goals and help
them improve their financial lives. Actively participate in member
inbound/outbound calling activities. Serve members via non-branch
channels (e.g. contact center, mobile message, video, or chat) as
needed. Balance the benefit to both the members and the credit union in
all interactions. Provide excellent member service. Provide peer
observations and feedback to tellers and universal bankers in their
member interactions and referrals to optimize team success. Utilize
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 the 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. – Assist with other projects and
functions as needed. ***** OTHER EXPERIENCE AND QUALIFICATIONS: –
High School Diploma or equivalent degree required – Ability to attain a
Nationwide Mortgage Licensing System (NMLS) number. – Two years of sales
or customer service experience is required, with 1-year of lending
experience preferred. Will consider higher education in
finance/sales/marketing in lieu of experience. – Excellent communication
skills. – Working knowledge of basic business math, including the
ability to perform dividend, interest, payoff, equity, and certificate
penalty calcu ations. – Working knowledge of deposit accounts and loan
products. – Ability to hear, assimilate and solve problems quickly,
using a member service approach. – Ability to adapt to changing job
responsibilities quickly and effectively. – Ability to stand, walk, sit,
and use hands and fingers throughout the day. – Ability to occasionally
handle items weighing up to 40 lbs. ***** APPLICATION INSTRUCTIONS:
E-Mail a Rsum: [email protected] This position is listed by a
private employment agency. The agency is the legal employer. No fee will
be charged of the job applicant.