Universal Banker

Summit Credit Union; Baraboo (WI); On-site; USD 42,000 - 60,000; 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 Baraboo is seeking a Universal Banker to guide members through everyday banking and major financial moments. You’ll deliver personalized service, handle transactions, and offer guidance on digital tools to make banking easier.

The role emphasizes building relationships, accuracy, and a proactive mindset, with opportunities for growth within a values-driven, employee-focused credit union.

Qualifications

• 2+ years of sales or customer service experience.
• High school diploma or equivalent.
• Ability to obtain and maintain an NMLS number.
• Strong interpersonal skills and a professional, positive presence.
• Sound judgment and comfort solving day-to-day member needs.
• Ability to build rapport and proactively communicate with members and non-members.
• High accuracy and attention to detail.
• Basic proficiency with Microsoft Office.
• Solid math skills and the ability to learn more advanced financial concepts.

Responsibilities

• Provide welcoming, personalized banking experiences that strengthen member relationships.
• Support members with everyday transactions while offering helpful financial guidance.
• Educate members on digital tools to help them bank faster and smarter.
• Open accounts, discuss loan options, and recommend products that support members’ financial well-being.
• Help members navigate major milestones—first car, first apartment, family planning, and more.
• Contribute to branch goals and celebrate team wins.
• Represent Summit’s values through trust, empathy, and genuine service.

Skills

Sales experience

Customer service

Interpersonal skills

Attention to detail

Microsoft Office

Math skills

Rapport building

Sound judgment

Education

High school diploma

NMLS license

Tools

Microsoft Office

Job description

Join Summit Credit Union as a Universal Banker at our Baraboo branch and become the go‑to financial guide who helps members reach their goals—whether that’s buying their first car, building credit, or saving for big life moments. You’ll complete everyday teller transactions with accuracy and care while building real relationships and offering guidance that truly matters. You’ll gain hands‑on experience, make meaningful connections, and be part of a workplace that actually invests in you. If you want a job where your work matters, your ideas are heard, and your career can grow fast, this is it.

What You’ll Do & the Impact You’ll Make

• Provide welcoming, personalized banking experiences that strengthen member relationships
• Support members with everyday transactions while offering helpful financial guidance
• Educate members on digital tools to help them bank faster and smarter
• Open accounts, discuss loan options, and recommend products that support members’ financial well‑being
• Help members navigate major milestones—first car, first apartment, family planning, and more
• Contribute to branch goals and celebrate team wins
• Represent Summit’s values through trust, empathy, and genuine service

What You’ll Bring

• 2+ years of sales or customer service experience, or related higher education
• High school diploma or equivalent
• Ability to obtain and maintain an NMLS number
• Strong interpersonal skills and a professional, positive presence
• Sound judgment and comfort solving day‑to‑day member needs
• Ability to build rapport and proactively communicate with members and non‑members
• High accuracy and attention to detail
• Basic proficiency with Microsoft Office
• Solid math skills and the ability to learn more advanced financial concepts

Why You’ll Love Working Here

We take care of our people—because when our employees thrive, our members do too.

Our perks include:

• Excellent health insurance options to support you and your family
• 401(k) with employer match to help you invest in your future
• Generous paid time off so you can recharge and live your life
• Paid holidays and wellness-focused benefits
• Opportunities for professional growth and leadership development
• A people-first culture that values inclusion, purpose, and impact
• And more benefits designed to support you—at work and beyond

Our Commitment

At Summit Credit Union, different makes us better. We are proud to be an Equal Employment Opportunity employer and are committed to building a diverse, inclusive workplace where everyone belongs and can do their best work.

Ready to Make an Impact?

If you’re passionate about leading people, strengthening communities, and helping members achieve homeownership with confidence—we’d love to meet you.

Pay Grade: 7

Additional Information

• Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, and use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.
• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.
• Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.
• EEO Statement: 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
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.