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Senior Universal Banker (Personal Banker)

Summit Credit UnionSun Prairie, WI

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Overview

Schedule
Alternate-schedule
Full-time
Career level
Senior-level
Benefits
Health Insurance
Paid Holidays
Paid Vacation

Job Description

Are you passionate about helping people and making a difference in your community? Do you thrive in face-to-face interactions and love building relationships? Join Summit Credit Union as a Senior Universal Banker for our Sun Prairie West branch and be the friendly face that inspires, connects, and supports our members every day!

What You'll Do

  • 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.

What We're Looking For

  • 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.
  • Active listening and relationship-building skills.
  • Attention to detail and accountability.
  • Basic knowledge of Microsoft Office Suite and financial concepts.

Why You'll Love Working Here

We take care of our people-because when our employees thrive, our members do too.

Our perks include:

  • 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
  • And more benefits designed to support you-at work and beyond

Our Commitment

At Summit Credit Union, different makes us better. We are proud to be an Equal Employment Opportunity employer and are committed to building a diverse, inclusive workplace where everyone belongs and can do their best work.

Ready to Make an Impact?

If you're passionate about leading people, strengthening communities, and helping members achieve homeownership with confidence-we'd love to meet you.

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. Employment decisions are made based on qualifications, merit, and business need.

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FAQs About Senior Universal Banker (Personal Banker) Jobs at Summit Credit Union

What is the work location for this position at Summit Credit Union?
This job at Summit Credit Union is located in Sun Prairie, WI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Summit Credit Union?
Employer has not shared pay details for this role.
What employment applies to this position at Summit Credit Union?
Summit Credit Union lists this position under the following employment categories:
  • Alternate-schedule
  • Full-time
What experience level is required for this role at Summit Credit Union?
Summit Credit Union is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Summit Credit Union?
You can apply for this role at Summit Credit Union either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.