Universal Banker - Your Financial Guidance Partner

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

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.