Job 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!