Universal Banker

Summit Credit Union • Waukesha, WI

104d

About The Position

Join Summit Credit Union as a Universal Banker! Are you passionate about making a difference in people's lives—face to face? Do you thrive on building relationships and helping others achieve their financial goals? Summit Credit Union is looking for a Universal Banker to join our team at our Waukesha location!

Requirements

• 2+ years of sales or customer service experience (or higher education in finance, sales, or marketing).
• High school diploma or equivalent.
• Ability to build rapport, communicate proactively, and project a positive image.
• Attention to detail and strong problem-solving skills.
• Comfort with Microsoft Office Suite and basic math/financial concepts.
• Willingness to work Saturday hours.

Responsibilities

• Deliver friendly, accurate, and prompt service to our members—in person, over the phone, and through digital channels.
• Engage in meaningful conversations to understand members' needs and recommend solutions that make managing money easier, more effective, and more fun.
• Open new accounts, educate members on products and services, and refer them to teammates for specialized support.
• Help members improve their financial situation while balancing the needs of the credit union.
• Complete branch operations tasks with accuracy and efficiency.

Benefits

• Inclusive Culture: We celebrate diversity and believe that inclusion makes us stronger.
• Growth Opportunities: Learn, grow, and advance your career in a supportive environment.
• Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, paid time off, and more.
• Community Impact: Be part of a team that connects, inspires, and acts to support our members every day.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED