Senior Universal Banker (Personal Banker) at Summit Credit Union

West Bend, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

0.0

Posted On

06 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Consulting, Relationship Building, Loan Support, Digital Banking, Mentoring, Problem Solving, Sales, Customer Service, Active Listening, Microsoft Office Suite, Basic Math, Attention To Detail

Industry

Financial Services

Description

At Summit Credit Union, we’re all about people helping people—while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our West Bend, you’ll be at the center of that mission. You won’t just work in banking, you’ll shape financial journeys, spark positive change, and grow your own career in an environment that celebrates innovation, inclusivity, and community. If you want a role where your impact is real, your voice is heard, and your growth is supported, Summit is where you’ll want to be. What You’ll Do & The Impact You’ll Make As a Senior Universal Banker, you’ll be the go‑to financial guide for members. You will: * Lead financial conversations with members to help them navigate everyday banking, major life decisions, and long‑term goals. * Build relationships that create lifelong members through trust, empathy, and outstanding service. * Provide expert support on accounts, loans, digital banking tools, and personalized financial solutions. * Mentor and support Universal Bankers, helping elevate the member experience and team performance. * Solve problems creatively, from helping a member improve their credit to guiding them through a big purchase or budget. * Drive branch success through sales, service excellence, and smart decision‑making. Your impact matters. Every conversation could help someone buy their first home, improve their financial confidence, or finally breathe easier about money. Your work directly helps build stronger members and stronger communities. What You’ll Bring * 2+ years of sales or customer service experience (or related higher education). * High school diploma or equivalent required. * Ability to obtain and maintain an NMLS number. * Strong communication and interpersonal skills that reflect Summit’s positive, member‑focused culture. * Adaptability and sound judgment to handle unique daily challenges within established guidelines. * Active listening skills and a commitment to fully understanding and resolving member needs. * Ability to build relationships and communicate proactively with members and non‑members. * High attention to detail, with consistent follow‑up and follow‑through. * Comfort using the Microsoft Office Suite and digital tools. * Basic math skills and readiness to learn more complex 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. Additional Information * 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. 

Responsibilities

Act as a financial guide for members by leading conversations on banking, loans, and long-term financial goals. Mentor other Universal Bankers and drive branch success through service excellence and smart decision-making.