Universal Banker

Job Description

We are seeking a Universal Banker to join our Milwaukee, WI team.

• Manage the consumer loan process from initiation through pre‑qualification to closing, including interviewing loan applicants, preparing applications, and preparing files for processing and underwriting.
• Provide timely accurate disclosures to members and troubleshoot issues that may arise.
• Work with members to meet their financial service needs and promote credit union products and services based on member needs.
• Process share deposit payments, loan payments, CD and lines of credit transactions, etc., and disburse cash and check withdrawals.
• Open, close, and balance the cash drawer daily; handle vault teller responsibilities and balance the ATM daily.
• Initiate conversations to suggest new products and services and participate in credit union outreach events.
• Adhere to general regulatory procedures.

• 3–5 years in a financial institution or other customer service industry preferred.
• Bilingual English/Spanish fluency required.
• Ability to form and maintain strong relationships with internal and external customers.
• May be required to travel to cover other branches.
• High school diploma or equivalent.

Minimum hourly rate of pay is $25.00.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.