Jobs · OTHR · Wisconsin

Universal Banker

Wings Credit Union · Windsor, WI · 4 days ago
OTHR$22.25–$23.5/hrFull-time

ENT Credit Union and Wings Credit Union joined forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more—empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership. Join us during this transformative time and be part of shaping the future of banking!

About the role

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 the products and services that will help them be financially successful. You will provide personalized, professional service to all members in an exceptional manner while seeking opportunities for additional business.

Hours: Monday-Friday 8:45am-5:15pm

Responsibilities

  • 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 the features and benefits of the Credit Union’s products and services and actively cross-sell and make qualified referrals for additional appropriate loan, deposit, and fee-income products and services.
  • Establish trust and lasting relationships with members by building a personal connection through engagement, education, asking open-ended questions, listening, and having a consultative approach.
  • Maintain a healthy sales pipeline by collecting member contact information and scheduling follow-ups for individuals who have a further need for engagement.
  • Refer members to financial experts, as needed (e.g., First Mortgage and Financial advisors).
  • Properly diagnose and perform research to resolve moderately complex member issues, including communicating with other departments for issue resolution.
  • Consistently exceed established sales goals.
  • Assist, serve, and follow up as necessary with members who have fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types to meet their continued needs and provide exceptional service.
  • Provide notarial services to members, including witnessing and authenticating documents and verifying members' identities.
  • Support the branch community by being involved in Wings-sponsored events and/or community events.
  • Stay current on all Wings promotions and participate in contests and activities to support the goals.
  • Follow through on risk and compliance processes and policies to ensure we safeguard our members’ assets, maintain their privacy, and act in their best interest.
  • Provide support to other teams within Retail Delivery, if needed, which may require travel.
  • Perform additional responsibilities as assigned to meet business needs.

Requirements

  • High School diploma required; some college preferred.
  • Proven sales skills and 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 and sometimes stressful environment while maintaining quality of service.
  • Excellent member service skills with a member-focused mindset.
  • Acts as part of a cohesive team, demonstrating excellent people skills and the ability to interact positively with other employees.
  • Proficient with MS Office products and general office equipment.
  • Comfortable and confident with self-service technology.
  • Good organizational skills, detail-oriented with a strong emphasis on accuracy and integrity.
  • Ability to maintain composure and problem-solve with a positive, solutions-oriented mindset.
  • Excellent verbal and non-verbal communication skills.
  • Required to obtain or possess a Mortgage Loan Originator (“MLO”) unique qualifier (NMLS registration number). Must successfully complete all MLO Registry requirements, including passing background and credit checks, submitting to fingerprinting, and any other requirements of the rules enacted pursuant to the S.A.F.E. Act.
  • Notary license required upon hire.

Pay

Pay Range: $22.25-$23.50/hr plus incentives and a 3% annual target bonus.

Benefits

  • Generous 401(k) match
  • 401k Discretionary Profit Sharing
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short Term and Long Term Disability
  • Health Savings Account with company contribution
  • Employee Assistance Program
  • Paid Vacation, Sick, Floating Holidays, and Volunteer Time Off
  • Paid Holidays
  • Tuition Reimbursement
  • Paid Parental Leave

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