Senior Universal Banker (Personal Banker)

Summit Credit Union • Hartford, WI

2d

About The Position

At Summit Credit Union, the Senior Universal Banker serves as a go-to financial guide for members at the Hartford branch. The role helps members with everyday banking, major life decisions, and long-term financial goals by providing trusted guidance, outstanding service, and personalized financial solutions. The banker supports accounts, loans, and digital banking tools, and helps members address needs such as improving credit, planning a budget, or making a major purchase.

The position also mentors and supports Universal Bankers and contributes to branch performance through sales, service excellence, and sound decision-making. Summit describes its culture as people-first, inclusive, community-focused, and supportive of employee growth and leadership development.

Requirements

• At least 3 years of sales or customer service experience, or related higher education.
• High school diploma or equivalent.
• Ability to obtain and maintain an NMLS number.
• Strong communication and interpersonal skills.
• Adaptability and sound judgment when handling daily challenges within established guidelines.
• Active listening skills and commitment to understanding and resolving member needs.
• Ability to build relationships and communicate proactively with members and non-members.
• High attention to detail, with consistent follow-up and follow-through.
• Comfort using Microsoft Office Suite and digital tools.
• Basic math skills and readiness to learn more complex financial concepts.

Responsibilities

• Lead financial conversations with members about everyday banking, major life decisions, and long-term goals.
• Build member relationships through trust, empathy, and outstanding service.
• Provide support on accounts, loans, digital banking tools, and personalized financial solutions.
• Mentor and support Universal Bankers to improve the member experience and team performance.
• Help members solve financial problems, including improving credit, budgeting, or planning for a major purchase.
• Contribute to branch success through sales, service excellence, and sound decision-making.

Benefits

• Health insurance options
• 401(k) with employer match
• Paid time off
• Paid holidays
• Wellness-focused benefits
• Professional growth and leadership development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED