Personal Banker

Summit Credit Union; Town of Plover, Statesville (WI, NC); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is looking for a Personal Banker to join their team in the Town of Plover. This role emphasizes building strong member relationships and delivering exceptional service in a supportive environment. As a Personal Banker, you'll engage with members through in-branch visits, phone calls, and online messaging, helping them navigate their financial needs with personalized solutions. With a strong focus on professional growth and a commitment to community, this position offers a unique opportunity to thrive in the finance and banking industry. Join a team that values collaboration and celebrates your contributions!

Benefits

Excellent health insurance

401K with match

Student loan pay back

Tuition reimbursement

Birthday PTO

Paid volunteer time

Qualifications

• Two years of retail financial experience or sales environment.
• Ability to attain a Nationwide Mortgage Licensing System (NMLS) number.

Responsibilities

• Engaging in one-on-one interactions with members to understand their financial needs.
• Delivering personalized solutions through various communication channels.

Skills

Communication Skills

Lending Knowledge

Problem Solving

Business Math

Education

High School Diploma

Job description

Description

Are you looking to build your career in the finance and banking industry? Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We are currently seeking a Personal Banker to work out of our Plover branch. This role would also help support our Weston branch.

In this role you'll play a pivotal role in fostering strong member relationships and delivering exceptional service. On a daily basis your focus will be engaging in one on one interactions with members through various channels, including in-branch, phone, online messaging, and video appointments. Through these interactions you will be working to understand our members financial needs and deliver personalized solutions in each interaction. Your extensive knowledge of lending products will help to educate members and support them in achieving their financial goals.

Job Specifications

1. High School Diploma or equivalent.


2. Two years retail financial experience or working in a sales environment, lending experience required.


3. Have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.


4. Excellent communication skills.


5. Working knowledge of basic business math, including ability to perform dividend, interest, payoff, equity and certificate penalty calculations.


6. Working knowledge of deposit accounts and loan products.


7. Ability to hear, assimilate and solve problems quickly, using a member service approach.


8. Ability to adapt to changing job responsibilities quickly and effectively.

Why Summit?

• Voted top work place both by Madison Magazine and WSJ


• Excellent health insurance


• 401K with match


• Student loan pay back


• Tuition reimbursement


• Birthday PTO


• Paid volunteer time


• And more

At Summit we cover more ground, give more back and have more fun. Come be a part of something bigger!

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.