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Senior Universal Banker; Personal Banker

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: Summit Credit Union
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
  • Sales
    Bilingual
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Universal Banker (Personal Banker)

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 Waukesha Northeast branch 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!

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:
Know Your Rights notice from the Department of Labor.

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Position Requirements
10+ Years work experience
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