Jobs · Finance · Wisconsin

Universal Banker

Summit Credit Union · Madison, WI · 4 wk ago
On-siteFinanceFull-time

About the Role

Join Summit Credit Union as a Universal Banker at our American Parkway branch and become the go-to financial guide who helps members reach their goals—whether that’s buying their first car, building credit, or saving for big life moments. You’ll complete everyday teller transactions with accuracy and care while building real relationships and offering guidance that truly matters. You’ll gain hands-on experience, make meaningful connections, and be part of a workplace that actually invests in you.

Responsibilities

  • Provide welcoming, personalized banking experiences that strengthen member relationships
  • Support members with everyday transactions while offering helpful financial guidance
  • Educate members on digital tools to help them bank faster and smarter
  • Open accounts, discuss loan options, and recommend products that support members’ financial well-being
  • Help members navigate major milestones—first car, first apartment, family planning, and more
  • Contribute to branch goals and celebrate team wins
  • Represent Summit’s values through trust, empathy, and genuine service

Requirements

  • 2+ years of sales or customer service experience, or related higher education
  • High school diploma or equivalent
  • Ability to obtain and maintain an NMLS number
  • Strong interpersonal skills and a professional, positive presence
  • Sound judgment and comfort solving day-to-day member needs
  • Ability to build rapport and proactively communicate with members and non-members
  • High accuracy and attention to detail
  • Basic proficiency with Microsoft Office
  • Solid math skills and the ability to learn more advanced 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, and 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

  • Computer terminal/PC
  • Calculator
  • Printer/copiers
  • Telephone

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