• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: Based on experience, contact us for details
Job ID: 139814


Are you a Direct Hire – Universal Banker who has strong overall math skills? Are you a Direct Hire – Universal Banker who is looking for an opportunity with a company that offers great benefits?

Our client is a full service credit union.


As a Universal Banker, you will be responsible for fulfilling the member’s transactional, new accounts and consumer lending needs along with promoting products and services.

  • Assist members with transactional needs in person and over the phone such as deposits, withdrawals, loan payments, check cashing, transfers, etc.
  • Assist members with stop payments, account research, ACH items, pre-authorized transfers, wire transfers, account discrepancies and other account maintenance items
  • Assist members with their deposit side needs including IRA/HSA products, deceased accounts and trust accounts
  • Assist members with their consumer loan needs such as signature loans, consolidations loans and secured loans
  • Interpret key documents and makes decisions based on policies and member data
  • Promote applicable credit union products and services along with necessary information suited to members’ needs
  • Focus on building financial relationships with members while using a member advocacy approach
  • Spot needs and refer members to Mortgage Lenders, Financial Solutions Representatives and Commercial Lending
  • Correspond with membership on eligibility requirements for accounts, loans and denials of credit
  • Balance a cash drawer
  • Assist the branch with opening and closing procedures
  • Strive to help the members from start to finish with all of their banking needs


  • 3-6+ months of banking or financial industry experience
  • MSWD and Excel skills
  • Must be comfortable working in an environment where ideas are shared
  • Friendly, personable and easygoing
  • Outstanding customer service and relationship building skills
  • Self-motivated with the ability to react to change, feedback/critique quickly and positively
  • Must have good math skills overall
  • Ability to examine documents closely for accuracy
  • Must be comfortable suggesting products and services that work best for the customer
  • Ability to handle highly confidential information
  • Strong organizational skills and high attention to detail
  • Team player and strong work ethic
  • Must be okay with traveling to other locations as needed


  • Their mission statement states they like to have fun
  • Slogan is people helping people
  • Great work/life balance
  • Company likes to give back to the community
  • Health insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • Paid holidays
  • Paid vacation n
  • Sick time
  • 401(k)


Hours: 8:00am – 5:00pm Monday – Friday, rotating Fridays 9:00am – 6:00pm and will also work every 2 months Saturdays 8:15am – 12:45pm, contact us for additional details

Length: Direct Hire

Pay for the Universal Banker position: Based on experience, contact us for details

Location: Appleton, WI

Job ID: 139814

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.

To learn more about Cadre and to view hundreds of immediate openings, please visit our website at www.cadreservices.com.