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Senior Universal Banker; Personal Banker

Job in Chevy Chase, Montgomery County, Maryland, 20815, USA
Listing for: Summit Credit Union
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Universal Banker (Personal Banker)

Overview

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 West Milwaukee branch and be the friendly face that inspires, connects, and supports our members every day!

Responsibilities
  • 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.
Qualifications
  • 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-building skills.
  • Attention to detail and accountability.
  • Basic knowledge of Microsoft Office Suite and financial concepts.
Why Summit?
  • Inclusive Culture: We celebrate diversity and believe that different makes us better.
  • Growth Opportunities: Training, development, and advancement potential.
  • Competitive Benefits: Health, dental, vision, retirement plans, paid time off, and more.
  • Community Impact: Be part of a team that helps members make managing money easier, more effective, and more fun.

Ready to make a difference? Apply today and help us create exceptional member experiences—one conversation at a time!

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.

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Position Requirements
10+ Years work experience
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