Universal Banker
Ent Credit Union · Appleton, WI · 1 mo ago
On-siteOTHR$22.25–$23.5/hrFull-time
About the role
Ent Credit Union and Wings Credit Union merged in January 2026, creating expanded opportunities and a shared commitment to exceptional member service. This position is responsible for acquiring, expanding, and enriching current and future member relationships by assisting and educating members in opening and managing their accounts and finances, building long‑term relationships, and cross‑selling products and services that help them be financially successful.
Essential Functions
- Assist members with basic requests related to deposits, withdrawals, check cashing, opening new accounts, completing service requests, and submitting credit applications.
- Proactively educate members on features and benefits of the Credit Union’s products and services; actively cross‑sell and make qualified referrals for additional loan, deposit, and fee‑income products.
- Establish trust and lasting relationships through engagement, education, open‑ended questioning, listening, and a consultative approach.
- Maintain a healthy sales pipeline by collecting member contact information and scheduling follow‑ups.
- Refer members to financial experts (e.g., First Mortgage, Financial Advisors) as needed.
- Diagnose and research moderately complex member issues, coordinating with other departments for resolution.
- Consistently exceed established sales goals.
- Assist, serve, and follow up with members dealing with fraud, forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types.
- Provide notarial services, including witnessing, authenticating documents, and verifying member identity.
- Support branch community by participating in Wings‑sponsored and other community events.
- Stay current on Wings promotions and participate in contests and activities supporting branch goals.
- Follow risk and compliance processes and policies to safeguard members’ assets, maintain privacy, and act in members’ best interest.
- Provide support to other Retail Delivery teams as needed, which may require travel.
- Perform additional responsibilities as assigned to meet business needs.
Qualifications
- High School diploma required; some college preferred.
- Proven sales skills and at least 1 year of member service or retail banking experience preferred.
- Cash handling experience preferred.
- Knowledge of banking and/or credit union regulations preferred.
- Experience recommending products and plans to improve a member’s financial position preferred.
- Ability to work efficiently in a fast‑paced, sometimes stressful environment while maintaining quality of service.
- Excellent member‑service mindset and strong interpersonal skills.
- Proficiency with Microsoft Office and general office equipment.
- Comfortable with self‑service technology.
- Strong organizational skills, detail‑oriented with emphasis on accuracy and integrity.
- Ability to maintain composure and solve problems with a positive, solutions‑oriented mindset.
- Excellent verbal and non‑verbal communication skills.
- Required to obtain or possess a Mortgage Loan Originator (MLO) qualifier (NMLS registration) and complete all MLO Registry requirements, including background, credit checks, fingerprinting, and compliance with the S.A.F.E. Act.
- Notary license required upon hire.
Schedule
Monday‑Friday 8:45 am – 5:15 pm; every other Saturday 8:45 am – 1:15 pm.
Pay
Pay range: $22.25‑$23.50 per hour plus incentives and a 3 % annual target bonus. Final offers consider skill set, experience, location, qualifications, and other job‑related factors.
Benefits
- Generous 401(k) match and discretionary profit sharing
- Health, dental, and vision insurance
- Life insurance
- Short‑term and long‑term disability
- Health Savings Account with company contribution
- Employee Assistance Program
- Paid vacation, sick leave, floating holidays, and volunteer time off
- Paid holidays
- Tuition reimbursement
- Paid parental leave