Universal Banker

Summit Credit Union; Cedarburg (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Generous paid time off

Paid holidays and wellness benefits

Professional growth and leadership</

People-first culture

Job summary

Summit Credit Union in Cedarburg is seeking a Universal Banker to serve members with everyday transactions, guidance on financial tools, and product recommendations that support life milestones. You will build genuine relationships and be part of a team dedicated to members’ success.

The role emphasizes strong interpersonal skills, accuracy, and the ability to obtain an NMLS number, with opportunities for growth within a values-driven, people-first workplace.

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 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

Communication

Math skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Join Summit Credit Union as a Universal Banker at our Cedarburg branchand become thego ‑ tofinancial guide who helps members reach their goals—whetherthat’sbuying their first car, building credit, or saving for big life moments.You’llcomplete everyday teller transactions with accuracy and care while building real relationships and offering guidance that truly matters.You’llgainhands ‑ onexperience, make meaningful connections, and be part of a workplace thatactually investsin you. If you want a job where your work matters, your ideas are heard, and your career can growfast,this is it.

WhatYou’llDo & the ImpactYou’llMake

• 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’ financialwell ‑ being
• Help members navigate major milestones—first car, first apartment, family planning, and more
• Contribute to branch goals and celebrate team wins
• RepresentSummit’s values through trust, empathy, and genuine service

WhatYou’llBring

• 2+ years of sales or customer service experience , or related higher education
• High school diploma or equivalent
• Ability to obtainandmaintainan NMLS number
• Strong interpersonal skills and a professional, positive presence
• Sound judgment and comfort solvingday ‑ to ‑ daymember needs
• Ability to build rapport and proactively communicate with members andnon ‑ members
• High accuracy and attention to detail
• Basicproficiencywith Microsoft Office
• Solid math skills and the ability to learn more advanced financial concepts

WhyYou’llLove Working Here

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

• Excellent health insurance options to support you and your family
• 401(k) with employer match to help you invest in your future
• Generouspaid 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, differentmakesus 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.

Additional Information

• Physical Demands of Position : While performing the duties of this job, the employeeis continuously required tostand, 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 andappropriate lighting. Saturday hoursrequired.
• 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.Differentmakesus better. Employment decisions are made based on qualifications, merit, and businessneed.

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.