Job Description

The Digital Onboarding Specialist delivers top-notch service to Summit Credit Union's new members by engaging in significant discussions about a variety of products and services, including deposit accounts, crafting loan solutions, and handling phone inquiries. They aim to enhance members' financial well-being and make decisions that benefit the members while considering the credit union's interests.

Expected Outcomes

• New members are onboarded successfully and receive exceptional service that creates loyalty and builds long-term relationships with the goal to enhance the members’ financial situation.
• Members receive expert advice on the right solutions for their lending needs.
• Adherence to established multi-factor authentication procedures reduces the risk of fraud.
• Service and sales metrics are achieved by implementing structured curriculum, coaching, and feedback.
• Involvement in departmental initiatives result in enhancements to overall departmental operations.
• Professional development efforts lead to career enrichment.
• The credit union is in compliance with all requirements of BSA, OFAC, and the USA Patriot Act/Customer Identification Act (CIP).

Capability Requirements

• High school diploma or equivalent.
• Minimum two years’ lending experience required.
• Sales experience required.
• Professional well developed written and interpersonal communication skills essential for interacting with members and co-workers.
• 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 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.

Why Summit?

• Voted top work place both by Madison Magazine and WSJ
• Excellent health insurance
• 401K with match
• Student loan pay back
• Tuition reimbursement
• Birthday PTO
• Paid volunteer time
• And more

At Summit we cover more ground, give more back and have more fun. Come be a part of something bigger!

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.