Demo

Senior Universal Banker (Personal Banker)

Summit Logo
Mount Horeb, WI Full Time
POSTED ON 1/7/2025
AVAILABLE BEFORE 3/6/2025

Are you looking to build your career in the finance and banking industry?  Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We are currently seeking a Senior Universal Banker to work out of our Mt. Horeb branch.

As a Senior Universal Banker at our Mt. Horeb branch you get to work with our members to help them improve their financial lives. In this role, you facilitate collaborative interactions to analyze the member’s current and future financial situation.  You advise members in a variety of financial situations by recommending lending and deposit products, as well as, other services.

Ideal candidate will display excellent communication and interpersonal skills, ability to multitask and have previous lending and banking experience.  You must be able to obtain an NMLS number.

Come join our team! Be part of something bigger! Summit Credit Union offers excellent benefits – including tuition and student loan reimbursement. Summit also has a fun, collaborative working environment and opportunity for career growth.

Essential Functions

  • Collaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments.
    • Provides education and consultation to members on loans.
    • Performs credit bureau reviews for members.
    • Accurately and efficiently interview members and input loan applications.
    • Extensive knowledge of all lending products.
    • Calculates lending ratios accurately.
    • Ensures all lending paperwork is accurately collected and processed.
  • Provides deposit solutions for members.
    • Has knowledge and advises members on all deposit products.
    • Opens savings, checking, certificates, IRAs and money markets for members.
    • Serves as a primary contact for new accounts and works to build relationships with all new members.
    • Utilizes Synapsys for on-boarding all new members.
    • Educates and assists members in other services such as debit card, online banking, mobile banking and online bill pay.
  • Identifies cross-selling opportunities through member interactions.
    • Makes appropriate referrals based on member needs.
    • Maximizes partner relationships (Lending Advisor, Sr. Lending Advisor, MLO, SFA) to deepen member relationships.
    • Educates members on other products such as Payment Protection, Guaranteed Asset Protection (GAP), Mechanical Repair Coverage (MRC), and Members Auto & Home Insurance Referral Program (MAH).
  • Build relationships and provides financial education through the use of cooperative values and excellent member service.
    • Meets with members and solidifies long-term relationships through use of rapport-building, mentor phrasing and thoughtful questions.
    • Consistently utilizes Consultative Communication Skills in all member interactions.
    • Identify member’s goals and help them improve their financial lives.
    • Actively participates in member outbound calling activities.
    • Balances the benefit to both the members and the credit union in all interactions.
    • Provides excellent member service.
    • Coach the Member Service Teller by observing their member interactions and providing feedback on the referrals they are sending.
    • Utilizes service recovery when applicable.
    • Educate members about convenience service options such as online banking, mobile banking, and ATM access.

Job Specifications 

  1. High School Diploma or equivalent.
  2. Bilingual candidate preferred.
  3. One year as Universal Banker (preferred).
  4. Have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.
  5. Two years retail financial experience or working in a sales environment, previous lending experience preferred.  Will consider higher education in finance/business/marketing in lieu of experience.
  6. Excellent communication skills.
  7. Working knowledge of basic business math, including ability to perform dividend, interest, payoff, equity and certificate penalty calculations.
  8. Working knowledge of deposit accounts and loan products.
  9. Ability to hear, assimilate and solve problems quickly, using a member service approach.
  10. Ability to adapt to changing job responsibilities quickly and effectively.

Why Summit?

  • Voted top work place both by Madison Magazine and WSJ
  • Excellent health insurance
  • 401K with match
  • Student loan pay back
  • Tuition reimbursement
  • Birthday PTO
  • Paid volunteer time
  • And more

At Summit we cover more ground, give more back and have more fun.  Come be a part of something bigger!

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit and business need.

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Senior Universal Banker (Personal Banker)?

Sign up to receive alerts about other jobs on the Senior Universal Banker (Personal Banker) career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
Income Estimation: 
$40,257 - $50,845
Income Estimation: 
$43,906 - $54,194
Income Estimation: 
$34,477 - $41,836
Income Estimation: 
$38,552 - $46,597
Income Estimation: 
$38,552 - $46,597
Income Estimation: 
$40,257 - $50,845
Income Estimation: 
$31,278 - $37,651
Income Estimation: 
$34,477 - $41,836
Income Estimation: 
$34,091 - $42,734

Sign up to receive alerts about other jobs with skills like those required for the Senior Universal Banker (Personal Banker).

Click the checkbox next to the jobs that you are interested in.

  • Banking Products Skill

    • Income Estimation: $40,894 - $49,994
    • Income Estimation: $40,257 - $50,845
  • Cash Reconciliation Skill

    • Income Estimation: $40,257 - $50,845
    • Income Estimation: $43,906 - $54,194
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Summit Logo

Summit Logo
Hired Organization Address Madison, WI Full Time
As a Member Service Teller, you are responsible for engaging in meaningful conversations with members as you complete a ...
Summit Logo
Hired Organization Address Cottage Grove, WI Full Time
Expected Outcomes Reconciliations and daily balancing are completed timely and accurately. Proper documentation is provi...
Summit Logo
Hired Organization Address Madison, WI Full Time
Summary This individual is responsible for cultivating relationships that translate into new business for the credit uni...
Summit Logo
Hired Organization Address West, WI Full Time
The VP Treasury Relationship Manager is responsible for developing new treasury and deposit relationships (business, com...

Not the job you're looking for? Here are some other Senior Universal Banker (Personal Banker) jobs in the Mount Horeb, WI area that may be a better fit.

AI Assistant is available now!

Feel free to start your new journey!