• Full Time
  • Neenah, WI
  • This position has been filled
  • Salary: Pay based on experience. Contact us for details.
Job ID: 140518


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
  • Valid driver’s license and proof of insurance
  • Comfortable working in an environment where ideas are shared
  • Friendly, personable and easygoing
  • Outstanding customer service and relationship building skills
  • Work with internal and external customers
  • Self-motivated with the ability to react to change, feedback/critique quickly and positively
  • Good math skills
  • Ability to examine documents closely for accuracy
  • 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
  • Okay with travel 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
  • 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: Neenah, WI

Job ID: 140518

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

Cadre is an Equal Opportunity Employer.