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Senior Universal Banker

Senior Universal Banker

Summit Credit UnionCottage Grove, WI, United States
9 days ago
Job type
  • Full-time
Job description

Description

Are you passionate about helping people and making a difference in your community? Do you thrive in face-to-face interactions and love building relationships? Join Summit Credit Union as a Senior Universal Banker for our Headquarters branch in Cottage Grove and be the friendly face that inspires, connects, and supports our members every day!

What You'll Do :

  • Deliver accurate, prompt, and friendly service to members in-branch and via phone.
  • Engage in meaningful conversations, listen to members' needs, and help them achieve their financial goals.
  • Advise on a variety of financial solutions, including lending and deposit products.
  • Build new and enhance existing member relationships.
  • Refer members to teammates for specialized assistance.
  • Complete branch operations tasks with accuracy and efficiency.

What We're Looking For :

  • 2+ years of sales or customer service experience (or higher education in finance, sales, or marketing).
  • High School Diploma or equivalent.
  • Ability to obtain a Nationwide Mortgage Licensing System (NMLS) number.
  • Strong interpersonal and communication skills.
  • Adaptability, judgment, and a proactive approach to problem-solving.
  • Active listening and relationship-building skills.
  • Attention to detail and accountability.
  • Basic knowledge of Microsoft Office Suite and financial concepts.
  • Why Summit?

  • Inclusive Culture : We celebrate diversity and believe that different makes us better.
  • Growth Opportunities : Training, development, and advancement potential.
  • Competitive Benefits : Health, dental, vision, retirement plans, paid time off, and more.
  • Community Impact : Be part of a team that helps members make managing money easier, more effective, and more fun.
  • Ready to make a difference? Apply today and help us create exceptional member experiences-one conversation at a time!

    Qualifications

    Behaviors Team Player - Works well as a member of a group

    Enthusiastic - Shows intense and eager enjoyment and interest

    Motivations Ability to Make an Impact - Inspired to perform well by the ability to contribute to the success of a project or the organization

    Skills

  • Interpersonal Skills (required)
  • Communication (required)
  • 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.

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    Universal Banker • Cottage Grove, WI, United States

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