Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Universal Banker (Personal Banker)

Summit Credit Union

Senior Universal Banker (Personal Banker)

At Summit Credit Union, we're all about people helping peoplewhile building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Brookfield branch, you'll be at the center of that mission. You won't just work in banking, you'll shape financial journeys, spark positive change, and grow your own career in an environment that celebrates innovation, inclusivity, and community. If you want a role where your impact is real, your voice is heard, and your growth is supported, Summit is where you'll want to be.

As a Senior Universal Banker, you'll be the go-to financial guide for members. You will:

  • Lead financial conversations with members to help them navigate everyday banking, major life decisions, and long-term goals.
  • Build relationships that create lifelong members through trust, empathy, and outstanding service.
  • Provide expert support on accounts, loans, digital banking tools, and personalized financial solutions.
  • Mentor and support Universal Bankers, helping elevate the member experience and team performance.
  • Solve problems creatively, from helping a member improve their credit to guiding them through a big purchase or budget.
  • Drive branch success through sales, service excellence, and smart decision-making.

Your impact matters. Every conversation could help someone buy their first home, improve their financial confidence, or finally breathe easier about money. Your work directly helps build stronger members and stronger communities.

What you'll bring:

  • 3+ years of sales or customer service experience (or related higher education).
  • High school diploma or equivalent required.
  • Ability to obtain and maintain an NMLS number.
  • Strong communication and interpersonal skills that reflect Summit's positive, member-focused culture.
  • Adaptability and sound judgment to handle unique daily challenges within established guidelines.
  • Active listening skills and a commitment to fully understanding and resolving member needs.
  • Ability to build relationships and communicate proactively with members and non-members.
  • High attention to detail, with consistent follow-up and follow-through.
  • Comfort using the Microsoft Office Suite and digital tools.
  • Basic math skills and readiness to learn more complex financial concepts.

Why you'll love working here:

  • Excellent health insurance options to support you and your family
  • 401(k) with employer match to help you invest in your future
  • Generous paid time off so you can recharge and live your life
  • Paid holidays and wellness-focused benefits
  • Opportunities for professional growth and leadership development
  • A people-first culture that values inclusion, purpose, and impact
  • And more benefits designed to support youat work and beyond

Our commitment:

At Summit Credit Union, different makes us better. We are proud to be an Equal Employment Opportunity employer and are committed to building a diverse, inclusive workplace where everyone belongs and can do their best work.

Ready to make an impact? If you're passionate about leading people, strengthening communities, and helping members achieve homeownership with confidencewe'd love to meet you.

Summit Credit Union
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Universal Banker (Personal Banker) in Brookfield, WI vacancy
  • Summit Credit Union in Waukesha is seeking a Senior Universal Banker to lead financial conversations and provide expert guidance to members. The role emphasizes building relationships, mentoring team members, and driving branch success through outstanding service. The ideal... 
    Senior

    Summit Credit Union

    Waukesha, WI
    3 days ago
  • A community-focused financial institution in Waukesha is seeking a Senior Universal Banker to lead financial conversations and build lasting relationships with members. The role requires strong communication skills and a minimum of 2 years of sales or customer service experience... 
    Senior

    Legendary Whitetails

    Waukesha, WI
    19 hours ago
  •  ...Universal Banker Floater Interested in helping to solve all the problems of the world? Ishthat seems like a lot of work. What if you could take that enthusiasm and apply it on a smaller scale? As a Universal Banker Floater, your focus will be on creating and nurturing... 
    Suggested

    Bank Five Nine

    Brookfield, WI
    1 day ago
  • Johnson Financial Group in Wisconsin is looking for a Relationship Banker to manage client portfolios and provide personalized financial solutions. This role involves advising clients on deposit accounts and loans while maintaining relationships to ensure client retention... 
    Senior

    Southsuburbanchamber

    Franklin, WI
    2 days ago
  • $25 per hour

     ...Job Description We are seeking a Universal Banker to join our Milwaukee, WI team. Responsibilities Manage the consumer loan process from initiation...  ...committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color,... 
    Suggested
    Hourly pay

    Self-Help

    Milwaukee, WI
    3 days ago
  • $19.5 per hour

     ...6560 S 27th St Oak Creek, WI 53154, USA Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience. What...  ...and resolve related account issues, including phone and in‑person. Maintain knowledge of WSB’s core processing system, WSB products... 
    Flexible hours

    WaterStone Bank SSB

    Oak Creek, WI
    19 hours ago
  • $25 per hour

     ...Universal Banker We are seeking a Universal Banker to join our Milwaukee, WI team. Responsibilities Manage the consumer loan process from...  ...committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national... 
    Hourly pay

    Self-Help

    South Milwaukee, WI
    3 days ago
  • $18.5 per hour

     ...Starting salary for Universal Banker position is $18.50 an hour and up, depending on experience. Job Description for Universal Banker position...  ...and resolve related account issues, including phone and in-person. Perform service related activities such as on-boarding calls... 
    Flexible hours

    Source Point Staffing

    Pewaukee, WI
    19 hours ago
  • WaterStone Bank is seeking a Universal Banker in Franklin, WI to assist customers in a dual role focused on outstanding service. Responsibilities include processing transactions, selling bank products, and maintaining customer relationships. The successful candidate will... 

    WaterStone Bank

    Franklin, WI
    3 days ago
  • WaterStone Bank SSB is looking for a Universal Banker in Oak Creek, WI. This role focuses on sales and customer interaction, managing customer transactions, and recommending bank products. Candidates must have 1-2 years of sales and 2-4 years of customer service experience... 

    WaterStone Bank SSB

    Oak Creek, WI
    1 day ago
  • $19.5 per hour

    WaterStone Bank seeks a Universal Banker I to process transactions, open/maintain deposit accounts, and provide product recommendations. This role blends platform and teller duties to deliver outstanding service and requires banking certification within 18 months. Starting... 
    Hourly pay
    Full time

    WaterStone Bank

    Waukesha, WI
    2 days ago
  • WaterStone Bank is seeking a Universal Banker I in Oak Creek, WI. This role combines teller duty with platform sales, delivering excellent service while opening and maintaining deposit accounts and cross-selling products. Training and certification will be completed within... 

    WaterStone Bank

    Oak Creek, WI
    1 day ago
  • $19.5 per hour

    Job Summary: Universal Banker - starting salary $19.50 an hour and up, depending on experience. The Universal Banker works under the supervision...  ...and resolve related account issues, including phone and in‑person interactions. Perform service‑related activities such as... 
    Flexible hours

    WaterStone Bank

    Pewaukee, WI
    1 day ago
  • $65k

     ...Personal Banker – To $65K – Waukesha, WI – Job # 3530 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our unique value proposition centers around providing top banking and accounting talent, with many of our recruiters... 
    Work at office

    The Symicor Group

    Waukesha, WI
    19 hours ago
  •  ...Position Overview As a Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee, WI at the 411 E Milwaukee Branch. The role focuses on delivering an inclusive customer experience and driving new revenue through proactive sales and service... 
    Temporary work
    Work at office

    PNC Financial Services Group

    Milwaukee, WI
    3 days ago
  • ## Bilingual Personal BankerApplylocations: WI - Milwaukee (53215)time type: Full timeposted on: Posted Yesterdayjob requisition id: R2...  ...opportunity to contribute to the company’s success. As a(n) Personal Banker within PNC's Retail organization, you will be based in... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Milwaukee, WI
    19 hours ago
  •  ...SUMMARY / OVERVIEW The Personal Banker is responsible for delivering exceptional customer service while supporting customers with a wide range of banking needs. This role focuses on building strong client relationships, opening and maintaining accounts, proactive in offering... 

    Firstfederalwisconsin

    Milwaukee, WI
    4 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee, WI at the 411 E Milwaukee Branch . PNC is an in-... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Milwaukee, WI
    2 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Personal Banker within PNC's Retail organization, you will be based in Milwaukee, WI at the Morgan Branch. Bilingual Spanish Required PNC is... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Milwaukee, WI
    3 days ago
  •  ...version of yourself. Building strong relationships with each person you interact with. Meeting Conditions of Satisfaction in each...  ...than your basic JOB! SUMMARY / OVERVIEW The Personal Banker is responsible for delivering exceptional customer service while... 
    Full time

    First Federal Bank

    Milwaukee, WI
    3 days ago
  • $17 - $29.75 per hour

     ...Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique;...  ...different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and... 
    Immediate start

    Old National Bank

    Brookfield, WI
    1 day ago
  •  ...Personal Banker Bilingual Spanish Required. The position is based in Milwaukee, WI at the Morgan Branch. Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Milwaukee, WI
    4 days ago
  • $43.68k - $69.9k

     ...step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There... 
    Work experience placement
    Work at office

    Fifth Third

    Milwaukee, WI
    2 days ago
  • $19.5 per hour

    WaterStone Bank is seeking a Universal Banker to deliver outstanding service to customers. Starting salary is $19.50 per hour (depending on experience). The role combines Platform and Teller duties and requires completion of training with certification within 6 months... 
    Hourly pay

    WaterStone Bank

    Pewaukee, WI
    1 day ago
  • An established industry player is seeking a Universal Banker to deliver exceptional service and assist customers in a dual role. This dynamic position involves processing transactions, building customer relationships, and offering tailored solutions. The ideal candidate... 

    Source Point Staffing (Old)

    Pewaukee, WI
    2 days ago
  • $17 - $28.96 per hour

    Role Summary Join Associated Bank as a Banker, where you’ll build relationships with customers, provide exceptional service, and learn...  .... Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage,... 
    Hourly pay

    Associated Banc‑Corp

    New Berlin, WI
    3 days ago
  • Wintrust Financial Corporation is seeking a full-time Relationship Banker to join its Elm Grove location. The successful candidate will focus on building customer relationships and ensuring excellent bank operations. The role emphasizes collaboration with specialized partners... 
    Full time

    Wintrust Financial Corporation

    Elm Grove, WI
    3 days ago
  • Relationship Banker - Central Market - New Berlin, WI Relationship Banker - Central Market...  ...and proactively meet with them, both in person and over the phone, to build lasting relationships...  ...needs of nearly half of U.S. households. Seniority level Seniority level Not Applicable... 
    Full time
    Immediate start
    Afternoon shift

    JPMorganChase

    New Berlin, WI
    2 days ago
  • Associated Bank in Wisconsin - New Berlin is seeking a Banker to build relationships, deliver exceptional service, and advance your banking career. You will process transactions, assist customers with financial needs, and introduce solutions to help them achieve their... 

    Associated Bank

    New Berlin, WI
    3 days ago
  • Associated Bank in Wisconsin is seeking a Banker who will build relationships, process transactions, and help customers achieve their financial goals. You’ll gain hands-on experience, complete banker certification, and advance within the organization, while complying with... 

    Associated Banc‑Corp

    New Berlin, WI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Universal Banker (Personal Banker). Be the first to apply!