Universal Banker

Summit Credit Union•Baraboo, WI

13d

About The Position

Summit Credit Union is hiring a Universal Banker for its Baraboo branch. The role provides personalized banking experiences, handles everyday teller transactions, and builds relationships with members while offering financial guidance. The Universal Banker helps members use digital banking tools, open accounts, discuss loan options, and choose products that support their financial well-being. The role also supports branch goals and represents Summit’s values through trust, empathy, and genuine service. The position is based in a typical administrative setting with climate control and appropriate lighting. Saturday hours are required. The employee must be able to stand, walk, sit, and use hands and fingers continuously, and occasionally reach above and below shoulder level and lift, push, pull, or carry up to 40 pounds. Equipment includes a computer terminal or PC, calculator, printer/copiers, and telephone. Summit Credit Union describes its workplace as people-first and committed to inclusion, purpose, and impact. It is an Equal Employment Opportunity employer and makes employment decisions based on qualifications, merit, and business need.

Requirements

At least 2 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 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 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, such as buying a first car, finding a first apartment, or planning a family.
Contribute to branch goals and celebrate team wins.
Represent Summit’s values through trust, empathy, and genuine service.