Senior Universal Banker: Elevate Members’ Financial Journeys

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

Benefits offered by this job

Excellent health insurance options

401(k) with employer match

Generous paid time off

Paid holidays

Professional growth opportunities

Job summary

Summit Credit Union is seeking a Senior Universal Banker for its West Milwaukee branch. This role involves leading financial conversations with members, providing expert support on accounts and loans, and mentoring other bankers. The ideal candidate will have at least 2 years of sales or customer service experience and a high school diploma. The position offers excellent health insurance, a 401(k) with employer match, and opportunities for professional growth in a supportive, inclusive culture.

Qualifications

• 2+ years of sales or customer service experience (or related higher education).
• Ability to obtain and maintain an NMLS number.
• Strong communication and interpersonal skills that reflect Summit's culture.

Responsibilities

• Lead financial conversations with members.
• Build relationships to create lifelong members.
• Provide expert support on accounts and loans.
• Mentor and support Universal Bankers.
• Solve problems creatively for members.

Skills

Sales skills

Customer service experience

Communication skills

Interpersonal skills

Active listening

Attention to detail

Adaptability

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Summit Credit Union is seeking a Senior Universal Banker for its West Milwaukee branch. This role involves leading financial conversations with members, providing expert support on accounts and loans, and mentoring other bankers. The ideal candidate will have at least 2 years of sales or customer service experience and a high school diploma. The position offers excellent health insurance, a 401(k) with employer match, and opportunities for professional growth in a supportive, inclusive culture.