Senior Universal Banker (Personal Banker)
On-siteMiddleton, Wisconsin, United States
Job Summary
Lead financial conversations with members to navigate everyday banking, major life decisions, and long-term goals. Build relationships through trust and empathy while providing expert support on accounts, loans, digital tools, and personalized solutions. Mentor Universal Bankers to elevate member experience and drive branch success via sales and service excellence. Solve creative problems ranging from credit improvement to guiding large purchases or budgets. Requires 3+ years of sales or customer service experience, NMLS number, and ability to obtain one. Includes Saturday hours and physical demands of standing, walking, and lifting up to 40 pounds.
Required Qualifications
- 3+ years of sales or customer service experience (or related higher education)
- High school diploma or equivalent
- Ability to obtain and maintain an NMLS number
- Strong communication and interpersonal skills
- Adaptability and sound judgment
- Active listening skills
- Ability to build relationships and communicate proactively
- High attention to detail
- Comfort using the Microsoft Office Suite and digital tools
- Basic math skills
- Saturday hours required
Desired Qualifications
- Readiness to learn more complex financial concepts
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.