What are the responsibilities and job description for the Senior Universal Banker (Personal Banker) position at Summit Logo?
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.