JOB REQUIREMENTS: Description 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 optimize
team success. Utilizes 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 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. Job
Specifications High School Diploma or equivalent. Have or be able to
attain a Nationwide Mortgage Licensing System (NMLS) number. Two years
sales or customer service 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/E0217C762B5C4C05