Senior Universal Banker - Build Futures in Banking

Summit Credit Union; Kenosha (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Paid holidays

Wellness benefits

Growth opportunities

People-first culture

Job summary

Summit Credit Union in Kenosha seeks a Senior Universal Banker to guide members through everyday banking, major life choices, and financial planning. You will build trusted relationships, deliver personalized financial solutions, and mentor fellow bankers to elevate service quality.

You will drive branch success with sales excellence and proactive problem solving, while supporting Spanish-English bilingual communication as a valued preference.

Qualifications

• 3+ years of sales or customer service experience (or related higher education).
• High school diploma or equivalent required.
• Ability to obtain and maintain an NMLS number.
• Strong communication and interpersonal skills that reflect Summit's positive, member focused culture.
• Adaptability and sound judgment to handle daily challenges within established guidelines.
• Active listening skills and a commitment to fully understanding and resolving member needs.
• Ability to build relationships and communicate proactively with members and nonmembers.
• High attention to detail, with consistent follow up and follow through.
• Comfort using the Microsoft Office Suite and digital tools.
• Basic math skills and readiness to learn more complex financial concepts.

Responsibilities

• Lead financial conversations with members to help them navigate everyday banking, major life decisions, and long term goals.
• Build relationships that create lifelong members through trust, empathy, and outstanding service.
• Provide expert support on accounts, loans, digital banking tools, and personalized financial solutions.
• Mentor and support Universal Bankers, helping elevate the member experience and team performance.
• Solve problems creatively, from helping a member improve their credit to guiding them through a big purchase or budget.
• Drive branch success through sales, service excellence, and smart decision making.
• Preference for bilingual fluency in Spanish and English.

Skills

Sales experience

Customer service

Strong communication

Active listening

Relationship building

Adaptability

Attention to detail

Basic math

Interpersonal skills

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Summit Credit Union in Kenosha seeks a Senior Universal Banker to guide members through everyday banking, major life choices, and financial planning. You will build trusted relationships, deliver personalized financial solutions, and mentor fellow bankers to elevate service quality.

You will drive branch success with sales excellence and proactive problem solving, while supporting Spanish-English bilingual communication as a valued preference.