Senior Universal Banker

Summary

The Senior Universal Banker is responsible for providing accurate, prompt, and friendly service to members. By engaging in meaningful conversation with members and listening carefully to their needs, a Senior Universal Banker builds new and enhances existing relationships with members.  Individuals in this role advise members in the value and effective use of a variety of financial solutions, including lending and deposit products and uncover opportunities to refer members to other teammates for assistance, to help members achieve their financial goals. Individuals in this role are responsible for making decisions that help members improve their financial situation, while balancing the needs of the credit union and maintaining a proficient understanding of our products, services, and internal operations.   

Expected Outcomes

• Member transactions and interactions are completed accurately and efficiently.


• Member service is delivered in alignment with Summit’s service philosophy and standards, Service at Summit.


• Members are educated on Summit’s products and services; referrals made to other teammates where applicable.


• Member relationships are built and needs uncovered through effective interactions.


• Craft and consult members on solutions that align with their financial goals.


• Members are effectively served via multiple channels, including but not limited to: in-branch interactions, inbound calls/messages and outbound calls.


• Branch operations tasks assigned are completed timely and accurately.

Capability Requirements

• 2 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 Suite.


• Basic mathematical skills and ability to understand more complex financial concepts required.

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Additional Details

• Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.


• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.


• Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.

EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit, and business need.