What are the responsibilities and job description for the Senior Universal Banker (Personal Banker) position at Summit Credit Union?
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 West Milwaukee branch and be the friendly face that inspires, connects, and supports our members every day!
What You’ll Do
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.
- 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.
- Inclusive Culture: We celebrate diversity and believe that different makes us better.
- Growth Opportunities: Training, development, and advancement potential.
- Competitive Benefits: Health, dental, vision, retirement plans, paid time off, and more.
- Community Impact: Be part of a team that helps members make managing money easier, more effective, and more fun.