Senior Universal Banker (Personal Banker)

About the role

At Summit Credit Union, we’re all about people helping people—while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Verona branch, you’ll be at the center of that mission, shaping financial journeys, sparking positive change, and growing your own 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.

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.
• Additional benefits designed to support you—at work and beyond.

Schedule

Saturday hours required.

Physical Demands & Working Conditions

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. Works in a typical administrative setting with climate control and appropriate lighting. Equipment used includes a computer terminal/PC, calculator, printer/copiers, and telephone.