Senior Universal Banker: Lead Financial Journeys & Growth

Milwaukee Succeeds; Milwaukee (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Generous paid time off

Paid holidays and wellness-focused

Growth and leadership development

People-first culture

Job summary

Summit Credit Union, at our West Milwaukee branch, seeks a Senior Universal Banker to guide members through everyday banking, major life decisions, and long-term goals. You will lead conversations, build trust, and provide tailored financial solutions to enhance member experiences and drive branch success.

You’ll collaborate with colleagues to mentor Universal Bankers, deliver exceptional service, and support financial wellness within a community-focused environment that values innovation and

Qualifications

• 3+ years of sales or customer service experience
• 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 non members
• 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 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

Skills

Sales & service

Communication

Active listening

Relationship building

Adaptability

Attention to detail

Problem solving

Financial knowledge

NMLS eligibility

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Summit Credit Union, at our West Milwaukee branch, seeks a Senior Universal Banker to guide members through everyday banking, major life decisions, and long-term goals. You will lead conversations, build trust, and provide tailored financial solutions to enhance member experiences and drive branch success.

You’ll collaborate with colleagues to mentor Universal Bankers, deliver exceptional service, and support financial wellness within a community-focused environment that values innovation and