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Senior Universal Banker

Summit Credit Union
paid holidays, 401(k)
United States, Wisconsin, Milwaukee
Aug 27, 2025
Description

Are you a natural connector with a passion for helping people thrive financially?
Do you love the energy of face-to-face interactions and the satisfaction of guiding someone toward a smarter financial future? If so, Summit Credit Union wants you on our team!

We're looking for a Senior Universal Banker who's not just great at sales-but thrives on meaningful conversations, proactive service, and building lasting relationships with our members. You'll be the friendly face that helps members navigate their financial journey, offering solutions that make managing money easier, more effective, and yes-more fun.


What You'll Do:

  • Deliver accurate, prompt, and friendly service-whether in person, over the phone, or through messages.
  • Engage members in thoughtful conversations to uncover needs and offer tailored financial solutions.
  • Advise on lending and deposit products, and refer members to teammates when needed.
  • Build trust and rapport with members, helping them reach their financial goals.
  • Complete branch operations tasks with precision and care.


What You Bring:

  • 2+ years of sales or customer service experience (or relevant education in finance, sales, or marketing).
  • High School Diploma or equivalent.
  • Strong interpersonal skills and a professional, positive image.
  • Comfort with proactive outreach and relationship-building.
  • Attention to detail, accountability, and a love for solving problems.
  • Basic Microsoft Office skills and financial literacy.
  • Ability to obtain a Nationwide Mortgage Licensing System (NMLS) number.


Perks:

  • Excellent health insurance.
  • 401K plus match
  • Excellent PTO, plus paid holidays, paid volunteer time and your birthday is a paid day off.
  • Student loan payback
  • And more!


Why Summit?

At Summit Credit Union, we believe in people helping people. We embrace diversity, inclusion, and the power of different perspectives. We're committed to your growth, your success, and your ability to make a real impact.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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