JobMesh

Senior Universal Banker (Personal Banker)

Summit Credit Union · Cottage Grove, Wisconsin, US

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?

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 Headquarters 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-bui...