Personal Banker

Summit Credit Union; Village of Plover (WI); On-site; USD 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a Personal Banker to join their Plover branch. This role is crucial for building strong member relationships and providing tailored financial solutions. You will engage with members via in-branch visits, phone calls, online messaging, and video appointments, ensuring their financial needs are met. With a commitment to professional growth and a supportive work environment, this position offers the chance to thrive in the finance and banking industry. Enjoy perks like birthday PTO and excellent health insurance while making a meaningful impact on members' financial journeys.

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 required.
• Ability to adapt to changing job responsibilities quickly and effectively.

Responsibilities

• Foster strong member relationships and deliver exceptional service.
• Engage in one-on-one interactions with members through various channels.

Skills

Excellent communication skills

Problem-solving

Customer service

Business math

Education

High School Diploma or equivalent

Tools

NMLS number

Job 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 workplace 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 workplace 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