Relationship Banker

Credit Union 1; Town of Brookfield (WI); On-site; USD 26,000 - 33,000; Full time

Benefits offered by this job

Paid holidays

PTO from day one

Tuition reimbursement

EAP

TeleDoc 24/7

401(k) with profit-sharing

Growth opportunities

Job summary

Credit Union 1 in Brookfield, WI is recruiting a full-time teller to provide friendly financial services, handle member transactions, and support branch goals.

You will balance cash, assist with account openings, and explain loan options while promoting CU1 products to members. A strong focus on service and accuracy is essential.

Qualifications

• High school diploma or equivalent.
• Excellent communication and service skills.
• Proven sales experience or abilities.
• Detail oriented and organized.
• Ability to work independently and in a team.
• Professional appearance and manner.
• Experience with the public.]
• job_responsibilities_description":["Process member transactions: deposits, withdrawals, loan payments, and new accounts.","Balance cash drawer and perform teller duties accurately.","Assist with opening/closing accounts and respond to member inquiries.","Assist with consumer and mortgage loan applications; explain options.","Promote CU1 products based on member needs and generate new business.","Maintain confidentiality and adhere to policies."],
• CoT_job_summary_short":"COMPANY NAME: Credit Union 1\nKEY POINTS: Teller duties, cross-selling, high school diploma required","job_summary_short":"<p>Credit Union 1 in Brookfield, WI is recruiting a full-time teller to provide friendly financial services, handle member transactions, and support branch goals.</p><p>You will balance cash, assist with account openings, and explain loan options while promoting CU1 products to members. A strong focus on service and accuracy is essential.</p>","contract_type":"fulltime","location_type":"on site","remote_scope":null,"perks":[{"name":"Paid holidays"},{"name":"PTO from day one"},{"name":"Tuition reimbursement"},{"name":"EAP"},{"name":"TeleDoc 24/7"},{"name":"401(k) with profit-sharing"},{"name":"Growth opportunities"}],"stated_min":null,"stated_max":null,"stated_absolute":null,
• salary_estimation_cot":"Teller position in Brookfield, WI: typical hourly rate in the low to mid $20s, based on experience and hours.",
• estimated_low":19,
• estimated_medium":22,
• estimated_high":24,
• currency":"USD","frequency":"hourly","bonus":null,
• tax":"gross","application_email":null,
• job_end_date":null,
• contact_person":null,
• hiring_department_name":"Branch Operations"} }"} {

Responsibilities

• Process member transactions: deposits, withdrawals, loan payments, and new accounts.
• Balance cash drawer and perform teller duties accurately.
• Assist with opening/closing accounts and respond to member inquiries.
• Assist with consumer and mortgage loan applications; explain options.
• Promote CU1 products based on member needs and generate new business.
• Maintain confidentiality and adhere to policies.

Skills

Communication skills

Sales experience

Detail oriented

Teamwork

Professional appearance

Customer service

Education

High school diploma or equivalent

Job description

Job Details: Job Location: Brookfield - Brookfield, WI, Position Type: Full-Time, Education Level: High School, Salary Range: $18.89 - $23.62Hourly, Job Category: Branch Operations,

Credit Union 1 is Recognized as a Chicago Tribune and Las Vegas Review-Journal Top Workplace 2025

Join the Credit Union 1 Team

If you are highly motivated, friendly, and looking for a great place to work, join the Credit Union 1 team. As an employee of Credit Union 1, you will be part of a well-established and respected credit union that offers you amazing benefits, along with both stability and the opportunity for a great career path.

Top reasons to begin a career at Credit Union 1:

• Get paid for NOT working 14 holidays each year!
• Paid Time Off (PTO) begins accruing day one of employment
• Tuition reimbursement for approved courses (after 1 year)
• Free Employee Assistance Program (EAP)
• Livongo Diabetes Management Program
• Career growth opportunities it's our philosophy to promote from within whenever possible. Credit Union 1 is committed to your success and professional development.
• Excellent benefits packages including:
• Medical PPO insurance
• High Deductible Health Plan (HDHP) and Health Savings Account (HSA)
• Dental & vision insurance
• Life, AD&D, short and long-term disability insurance (100% company paid)
• 401(k) retirement and profit-sharing plan (must be 20 years old)
• Free Teledoc 24/7 Physician Services
• Pet Insurance
• Paid Family Medical Leave (When FMLA Eligible)
• Being part of a team providing services with the goal of improving the ongoing economic well-being of our members.
• Exclusive interest rate reduction for qualifying loan products.

The Job at a Glance

Provides financial and account services to members in a confident and professional manner that assures efficient operations and exceptional service. Assertively executes cross selling with members and potential members to increase growth. This position requires accurately handling member requests, such as but not limited to, deposits, withdrawals, loan payments, new account opening, member interviews, and/or any other request from members. Accommodates staffing needs throughout the branch platform as required.

A Typical Day

• Take responsibility and accountability in following all service standards set forth by the credit union; provide informed, professional, and accurate service and support to all members and associates.
• Performs teller duties: process member transactions accurately and efficiently while maintaining a balanced cash drawer.
• Assists members with opening and closing accounts, and addresses and resolves member problems, inquiries, or complaints.
• Assist applicants with consumer and mortgage loan applications and questions. Explain loan programs, options, and requirements. NMLS is required.
• Promote the credit union’s products and services based on member needs and identifying opportunities. Actively participate in developing new business for the credit union
• Represent the credit union in a courteous and professional manner; provide prompt, efficient, and accurate service in all areas.
• Stays abreast of emerging financial trends to better meet members’ needs.
• Accountable for achieving or exceeding individual sales goals and participating in team sales and referral goals.
• Maintains knowledge of all Credit Union 1 products, services, procedures while staying informed of all policy and procedural changes
• Maintains member confidence and protects credit union operations by keeping information confidential.
• Performs other duties as necessary or directed.
• Promote CU1’s core values of Be Great, Be Engaged, Be Open, Be Nice.

What We Look For

• High school diploma or equivalent
• Good figure aptitude
• Detail oriented and organized.
• Ability to work independently and in a team environment.
• Professional manner and appearance
• Experience with the public.
• Good communication and service skills
• Proven sales experience or abilities

Location:15850 W. Bluemound Road, Brookfield, WI

Branch Hours:Mon, Tues, Thurs: 9:00am - 5:00pm | Wed: 10:00am - 5:00pm | Fri: 9:00am - 5:00pm

Qualifications: