Digital Onboarding Specialist 1

The Role

The Digital Onboarding Specialist at Summit Credit Union engages in significant discussions about a variety of products and services, including deposit accounts, crafting loan solutions, and handling phone inquiries. Their primary goal is to enhance members' financial well-being and make decisions that benefit the members while considering the credit union's interests.

Responsibilities

• Deliver exceptional service to new members through engaging discussions about products and services.
• Provide expert advice on the right solutions for members' lending needs.
• Adhere to established multi-factor authentication procedures to reduce the risk of fraud.
• Achieve service and sales metrics by implementing a structured curriculum, coaching, and feedback.
• Increase departmental operations through involvement in departmental initiatives.
• Pursue professional development efforts to enrich careers.
• Maintain compliance with all relevant regulations such as BSA, OFAC, and the USA Patriot Act/Customer Identification Program (CIP).

Requirements

• High school diploma or equivalent.
• Minimum two years’ lending experience required.
• Sales experience required.
• Professional well-developed written and interpersonal communication skills essential.
• Knowledge of deposit accounts and loan products.
• Ability to adapt and respond to changing situations and multiple priorities in a fast-paced work environment.
• Working knowledge of basic business math, including ability to perform calculations such as dividend, interest, payoff, equity, and certificate penalty calculations.
• Ability to accept loan applications and payments and perform routine maintenance on basic consumer loans.
• Must have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.

Benefits

• Voted top workplace by Madison Magazine and WSJ.
• Excellent health insurance.
• 401K with match.
• Student loan repayment assistance.
• Tuition reimbursement.
• Birthday PTO.
• Paid volunteer time.
• And more.

About Summit Credit Union

At Summit Credit Union, we are dedicated to providing Equal Employment Opportunity without regard to 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 key to our success as a credit union. Different makes us better.

Equal Opportunity

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.