Universal Banker

Summit Credit Union; Madison (WI); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Generous paid time off

Holidays and wellness benefits

Professional growth opportunities

People-first culture

Job summary

Summit Credit Union in Madison, WI seeks a Universal Banker at our City Station branch to be the go-to financial guide helping members reach their goals—from buying their first car to 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.

Join a workplace that values your ideas, invests in you, and supports professional growth, with health insurance options, a retirement plan,

Qualifications

• 2+ years of sales or customer service experience, or related higher education.
• 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.

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 / Customer Service

NMLS

Interpersonal skills

High school diploma

Judgment

Rapport building

Attention to detail

Microsoft Office

Math skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Join Summit Credit Union as a Universal Banker at our City Station 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.

Ready to Make an Impact?

Ifyou’repassionate about leading people, strengthening communities, and helping members achieve homeownership with confidence—we’dlove to meet you.

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.