Senior Universal Banker (Personal Banker)

About the Role

As a Senior Universal Banker at our Mount Horeb branch, you’ll be at the center of our mission to build futures, confidence, and financial wellness. You’ll shape financial journeys, spark positive change, and grow your career in an environment that celebrates innovation, inclusivity, and community.

Responsibilities

• Lead financial conversations with members to help them navigate everyday banking, major life decisions, and long-term goals.
• Build relationships that create lifelong members through trust, empathy, and outstanding service.
• Provide expert support on accounts, loans, digital banking tools, and personalized financial solutions.
• Mentor and support Universal Bankers, helping elevate the member experience and team performance.
• Solve problems creatively, from helping a member improve their credit to guiding them through a big purchase or budget.
• Drive branch success through sales, service excellence, and smart decision-making.

Preference for bilingual fluency in Spanish and English.

Requirements

• 3+ years of sales or customer service experience (or related higher education).
• High school diploma or equivalent required.
• Ability to obtain and maintain an NMLS number.
• Strong communication and interpersonal skills that reflect Summit’s positive, member-focused culture.
• Adaptability and sound judgment to handle unique daily challenges within established guidelines.
• Active listening skills and a commitment to fully understanding and resolving member needs.
• Ability to build relationships and communicate proactively with members and non-members.
• High attention to detail, with consistent follow-up and follow-through.
• Comfort using the Microsoft Office Suite and digital tools.
• Basic math skills and readiness to learn more complex financial concepts.

Benefits

• Excellent health insurance options to support you and your family.
• 401(k) with employer match to help you invest in your future.
• Generous paid time off so you can recharge and live your life.
• Paid holidays and wellness-focused benefits.
• Opportunities for professional growth and leadership development.
• A people-first culture that values inclusion, purpose, and impact.

Schedule

Saturday hours required.

Physical Demands & Working Conditions

• Continuously required to stand, walk, sit, use hands and fingers.
• Occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.
• Works in a typical administrative setting with climate control and appropriate lighting.

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