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 BankerAt Summit Credit Union, we're all about people helping people—while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Watertown 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.What You'll Do & The Impact You'll MakeAs 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.Preference for bilingual fluency in Spanish and English.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 Bring3+ 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 HereWe take care of our people—because when our employees thrive, our members do too.Our perks include:Excellent health insurance options to support you and your family401(k) with employer match to help you invest in your futureGenerous paid time off so you can recharge and live your lifePaid holidays and wellness-focused benefitsOpportunities for professional growth and leadership developmentA people-first culture that values inclusion, purpose, and impactAnd more benefits designed to support you—at work and beyondOur CommitmentAt 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 confidence—we'd love to meet you.Additional InformationPhysical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.EEO Statement: 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 This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Universal Banker (Personal Banker) in Watertown, WI vacancy
  • $19.52 - $26.41 per hour

     ...over 60 locations in four states, First Community Bank offers the personal service you would expect from a company that knows your...  ...forward to new colleagues joining our community! The Personal Banker II - Float provides customers with accurate information regarding... 
    Suggested
    Work at office

    Greek Peak Mountain Resort

    Johnson Creek, WI
    5 days ago
  • $22 - $28 per hour

     ...a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all...  ...top talent to join Chicago’s Bank®, as a full-time Relationship Banker! Why join us? An award-winning culture! We are rated a Top... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    Shift work

    Wintrust Financial

    Ixonia, WI
    1 day ago
  •  ...feel a little more confident about their money? If you’re the kind of person who enjoys variety, connection, and making someone’s day easier, this might be your next great move. As a Universal Banker Floater , you’ll bring your energy and customer-first mindset to... 
    Suggested

    Bank Five Nine

    Oconomowoc, WI
    4 days ago
  •  ...the world? Ish…that seems like A LOT of work. What if you could take that enthusiasm and apply it on a smaller scale?  As a Universal Banker , your focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice... 
    Suggested

    Bank Five Nine

    Oconomowoc, WI
    4 days ago
  • $41.5k - $65.5k

     ...for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and... 
    Suggested
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Oconomowoc, WI
    5 days ago
  • $44.54k

     ...taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit...  ...system. Job Description: At Regions the Relationship Banker I is responsible for providing an exceptional customer... 
    Full time
    Flexible hours

    Regions Bank

    Waterloo, WI
    20 days ago
  • Watertown Health Care Center in Watertown, WI is seeking a Physical Therapist Assistant to join our team. You will work under a physical therapist to treat and document care for residents, aiming to improve independence while maintaining a compassionate environment. ...
    Senior
    Flexible hours

    Bedrock Healthcare

    Watertown, WI
    1 day ago
  • $95k - $124k

     ...A premier senior living community in Watertown, Wisconsin, is seeking a Director of Nursing. In this leadership role, you will develop and maintain nursing standards, supervise nursing staff, and ensure quality care in a supportive environment. Candidates must hold a... 
    Senior

    Wi Don Council

    Watertown, WI
    3 days ago
  •  ...Wis-Pak, Inc. is seeking a Senior Recruiter to own full-cycle hiring for salaried roles across departments and locations. You’ll build pipelines from scratch, engage passive candidates, and advise hiring managers to deliver strong hires. You’ll lead proactive sourcing... 
    Senior
    Remote work

    Wis-Pak

    Watertown, WI
    4 days ago
  •  ...Our client is seeking a Senior Accountant to join its growing finance team. This role is responsible for supporting accounting operations, financial reporting, account reconciliations, and month-end close activities while partnering with leadership to provide meaningful... 
    Senior
    Full time

    Connect Search, LLC

    Watertown, WI
    4 days ago
  • The Marquardt, part of Illuminus, is seeking a Resident Assistant (RA) in Watertown, WI for both full-time and part-time shifts. You will assist residents with daily living activities and provide companionship in a caring, faith-based setting on a 52-acre campus. Responsibilities...
    Senior
    Full time
    Part time
    Flexible hours
    Shift work

    Watertownchamber

    Watertown, WI
    4 days ago
  • The Heritage at Cedar Community is seeking a dedicated Resident Assistant for the PM shift. This full-time role focuses on helping residents with daily activities, ensuring safety, comfort, and a warm, respectful living environment. You will respond to call lights, ...
    Senior
    Full time
    Shift work
    Weekend work

    The Heritage at Cedar Community

    Watertown, WI
    1 day ago
  • $13 per hour

    Papa, Inc. is hiring part-time companion caregivers in Watertown, WI. Earn up to $13.00 per hour by providing companionship and light assistance to older adults and families. Flexible schedule and no prior caregiving experience required. Care includes help around the...
    Senior
    Hourly pay
    Part time
    Flexible hours

    Papa

    Watertown, WI
    5 days ago
  • $10,000 per day

     ...RN Senior Behavioral HealthWatertown, WI 53098Day shift, night shift and weekend programs available!$10,000 day shift sign on bonus; $15,000 night shift bonus - paid out within 30 days of start! (Requires a two year agreement)Full time.9 FTE; three 12 hour shifts per... 
    Senior
    Full time
    Relocation package
    Shift work
    Night shift
    Weekend work
    Day shift

    Veracity

    Watertown, WI
    5 days ago
  • Advocate Health is seeking a CT Technologist to perform diagnostic CT procedures, including advanced techniques and contrast administration, while ensuring patient safety and image quality. You will verify orders, prepare patients, and work with radiologists to optimize...
    Senior

    Advocate Health

    Oconomowoc, WI
    5 days ago
  • Shorehaven is seeking a compassionate Home Care Assistant to support elderly clients in their homes. Flexible availability and a genuine commitment to Christ-centered care are valued as you provide housekeeping, meal prep, transportation and med reminders. Applicants...
    Senior
    Flexible hours

    Shorehaven

    Oconomowoc, WI
    5 days ago
  •  ...Rogers Behavioral Health in Wisconsin is seeking a Senior EHR Analyst to lead design, configuration and optimization of the EHR and connected revenue cycle applications. You will work with clinical, operational and IT teams to ensure reliable workflows, maintain compliance... 
    Senior

    101 Rogers Memorial Hospital, Inc.

    Oconomowoc, WI
    1 day ago
  • InsightFS, headquartered in Jefferson, Wisconsin, is seeking a skilled technician to schedule and perform maintenance on vehicles and equipment across its locations. The role requires experience in fabrication, welding, engine service, and hydraulic troubleshooting. ...
    Senior

    FS System

    Jefferson, WI
    1 day ago
  •  ...Wenzel (WZL) Industries Jefferson Division seeks a Senior Business Development Executive to lead precision manufacturing sales. You will leverage a large industry network to win new customers, grow programs, and drive revenue across OEM, Tier-1 and Tier-2 accounts. You... 
    Senior

    Basin Holdings

    Jefferson, WI
    1 day ago
  •  ...LakeHouse Senior Living, LLC is seeking compassionate team members to assist residents with daily living in our Wisconsin communities. The role focuses on maintaining cleanliness, promoting independence, and ensuring dignity and safety during daily activities. If you... 
    Senior
    Daily paid

    Lakehouse Senior Living, LLC

    Waterloo, WI
    3 days ago
  • ORBIS Corporation, a leader in reusable packaging and supply chain solutions, seeks a Strategic Account Manager for Amazon programs in the US. You will develop growth strategies, negotiate complex agreements, and lead cross‑functional teams to deliver value for our customers...
    Senior

    Orbis Corporation

    Oconomowoc, WI
    5 days ago
  •  ...Rogers Behavioral Health in Wisconsin is seeking a Senior Manager of Clinical Workforce Development to lead APA-accredited internship and practicum programs, and to advance enterprise workforce pathways and partnerships. The role partners with Talent Acquisition, Learning... 
    Senior
    Internship

    101 Rogers Memorial Hospital, Inc.

    Oconomowoc, WI
    3 days ago
  •  ...Rogers Behavioral Health in Wisconsin seeks a Senior Counsel to serve as an in-house contracts attorney focusing on healthcare laws, contracts and regulatory issues. You will review and negotiate physician contracts, renewals with providers, and other commercial agreements... 
    Senior

    Rogers Behavioral Health

    Oconomowoc, WI
    1 day ago
  • $130k - $150k

    What if you could take a project from the first client sketch all the way to the final punch list? You know there's more to architecture than producing drawings and handing them off. You want to understand what the client is trying to accomplish, solve the design challenges...
    Senior
    Full time

    Per Sé Group

    Oconomowoc, WI
    2 days ago
  •  ...Rogers Behavioral Health in Wisconsin seeks a Senior IT Project Manager to lead complex IT initiatives that improve clinical workflows and patient care. You will coordinate cross-functional teams, manage vendor relationships, and ensure projects meet HIPAA and regulatory... 
    Senior
    Remote work

    101 Rogers Memorial Hospital, Inc.

    Oconomowoc, WI
    4 days ago
  •  ...Them.The best salaried talent isn't scrolling job boards. They're succeeding somewhere else and not thinking about leaving. We need a Senior Recruiter who knows how to find those people, start real conversations, and convince them Wis-Pak is worth the move.If you measure... 
    Senior
    Remote job
    Temporary work
    Work at office

    Wis-Pak

    Watertown, WI
    3 days ago
  •  ...Senior Quality Engineer Responsibilities Conduct first-piece, in-process, and final inspections on machined parts using precision measuring instruments. Operate and calibrate precision tools such as calipers, micrometers, bore gauges, optical compactors... 
    Senior

    Lakeside Recruiting Solutions

    Johnson Creek, WI
    5 days ago
  • Rogers Memorial Hospital, Inc. seeks a Lead Professional Coder to oversee the Coding Unit’s day-to-day operations, audit records, and ensure accurate documentation and coding in alignment with regulatory standards. The role acts as the coding SME, providing training...
    Senior

    Rogers Memorial Hospital

    Oconomowoc, WI
    3 days ago
  •  ...text]Shorehaven employees have been providing Christ-centered care for over 80 years. Their commitment to enhancing the lives of the seniors we serve has sustained Shorehaven’s reputation as a leader in the field of senior services. We are proud of the talented and caring... 
    Senior
    Full time
    Part time
    Weekend work
    Afternoon shift

    Shorehaven

    Oconomowoc, WI
    1 day ago
  • $15 - $19 per hour

     ...meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this... 
    Hourly pay
    Work at office
    Local area
    Shift work

    World Finance Corporation of Wisconsin

    Watertown, WI
    4 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!