Universal Banker

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 WSJ. We are currently seeking Universal Bankers! The Universal Banker is responsible for providing accurate, prompt and friendly service to members. By engaging in meaningful conversation with members, listening carefully to members’ needs, a Universal Banker is able to perform a wide range of transactions for members with a high degree of accuracy, recommend and open new products and services, and uncover opportunities to refer members to other teammates for assistance. Individuals in this role are responsible for making decisions that help members improve their financial situation, while balancing the needs of the credit union and maintaining a proficient understanding of our products, services, and internal operations. 

Expected Outcomes

• Transactions are completed accurately and efficiently.
• Member service is delivered in alignment with Summit’s service philosophy and standards, Service at Summit.
• Members are educated on Summit’s products and services; referrals made to other teammates when applicable.
• Craft and consult members on solutions that align with their financial goals.  
• Members are effectively served via multiple channels, including but not limited to in-branch interactions, inbound calls/messages and outbound calls. 
• Branch operations tasks assigned are completed timely and accurately.

Capability Requirements

• 2 years' sales or customer service experience required. Will consider higher education in finance/sales/marketing in lieu of experience.
• Requires education equivalent to a four-year high school education.
• Must have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.
• Professional, well-developed interpersonal skills essential for projecting a positive image as representative of the Credit Union.
• Requires judgment to solve day-to-day unique and in-depth problems within established guidelines. 
• Ability to build rapport and relationships with others, comfort with proactive communication with members and non-members necessary.  
• Demonstrates accuracy and attention to detail.
• Work requires basic knowledge of Microsoft Office Suite.
• Basic mathematical skills and ability to understand more complex financial concepts required.

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Why Summit?

• Voted top work place
• 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)