What are the responsibilities and job description for the Personal Banker position at Summit Credit Union?
Build Your Career in Finance and Banking
Summit Credit Union offers a dynamic environment for relationship-building, collaboration, and professional growth. Enjoy benefits like taking the day off on your birthday and working for a top workplace as voted by Madison Magazine and the Wisconsin State Journal.
We are seeking a Personal Banker to work out of our Plover branch, supporting our Weston branch as well. In this role, you will play a pivotal part in fostering strong member relationships and delivering exceptional service through various channels, including in-branch, phone, online messaging, and video appointments.
Your extensive knowledge of lending products will help educate members and support them in achieving their financial goals. You will understand members' financial needs and deliver personalized solutions in each interaction.
Job Specifications
- High School Diploma or equivalent required.
- Two years of retail financial experience or sales environment, with lending experience necessary.
- Able to attain a Nationwide Mortgage Licensing System (NMLS) number.
- Excellent communication skills required.
- Working knowledge of basic business math, including dividend, interest, payoff, equity, and certificate penalty calculations.
- Working knowledge of deposit accounts and loan products.
- Able to hear, assimilate, and solve problems quickly, using a member service approach.
- Able to adapt to changing job responsibilities effectively.
Why Summit?
- Voted top workplace by Madison Magazine and WSJ.
- Excellent health insurance available.
- 401K plan with match.
- Student loan payback assistance.
- Tuition reimbursement offered.
- Birthday PTO provided.
- Paid volunteer time available.
- And more!
At Summit Credit Union, we cover more ground, give more back, and have more fun. Come be part of something bigger! 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 value diversity and believe 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.
