Senior Universal Banker (Personal Banker)

About the role

Join Summit Credit Union as a Senior Universal Banker for our Muskego branch and be the friendly face that inspires, connects, and supports our members every day!

Responsibilities

• Deliver accurate, prompt, and friendly service to members in-branch and via phone.
• Engage in meaningful conversations, listen to members’ needs, and help them achieve their financial goals.
• Advise on a variety of financial solutions, including lending and deposit products.
• Build new and enhance existing member relationships.
• Refer members to teammates for specialized assistance.
• Complete branch operations tasks with accuracy and efficiency.

Requirements

• 2+ years of sales or customer service experience (or higher education in finance, sales, or marketing).
• High School Diploma or equivalent.
• Ability to obtain a Nationwide Mortgage Licensing System (NMLS) number.
• Strong interpersonal and communication skills.
• Adaptability, judgment, and a proactive approach to problem-solving.
• Basic knowledge of Microsoft Office Suite and financial concepts.

Qualifications

• Physical Demands of Position: Continuous standing, walking, sitting, reaching above and below shoulder level, lifting/pushing/pulling and/or carrying up to 40 pounds.
• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.
• Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.

Skills

• Excellent interpersonal and communication skills.
• Strong organizational and attention to detail skills.
• Proactive problem-solving abilities.
• Basic knowledge of Microsoft Office Suite and financial concepts.

Benefits

• Inclusive Culture: Celebrates diversity and believes that different makes us better.
• Growth Opportunities: Training, development, and advancement potential.
• Competitive Benefits: Health, dental, vision, retirement plans, paid time off, and more.
• Community Impact: Helps members make managing money easier, more effective, and more fun.

Pay

Compensation is commensurate with experience.

Schedule

Hours are typically Monday through Friday, with occasional Saturdays.

Why Summit?

Inclusive Culture: We celebrate diversity and believe that different makes us better.
Growth Opportunities: Training, development, and advancement potential.
Competitive Benefits: Health, dental, vision, retirement plans, paid time off, and more.
Community Impact: Be part of a team that helps members make managing money easier, more effective, and more fun.

Required Statement Sections

Physical Demands of Position: 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.

Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.

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

EEO Statement

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.