Banking & Customer Experience Specialist

CCF Bank; Lake Hallie (WI); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Health, Vision & Dental Plans

HSA with Company Contributions

401K Retirement Plan and Company Match

Paid Time Off and Holidays

Parental Leave

Wellness Program

Professional Development Reimbursement

Job summary

CCFBank in Wisconsin is seeking a Universal Banker to deliver exceptional customer service, process transactions, and open and close accounts. This fast-paced role emphasizes building relationships with customers and collaborating with team members to meet branch goals.

The ideal candidate has strong communication, a customer service mindset, and experience in financial services or teller duties. You will assist in deposits, explain products, and ensure compliance with banking policies while

Qualifications

• Associate’s degree in accounting, finance, economics or related field.
• Three years of directly related full-time experience may be considered in lieu of the degree.
• Two years of experience in the financial services industry performing teller duties.
• Two years of customer service experience.
• Combination of education, training, and experience considered to perform duties.

Responsibilities

• Assist all branch operations areas as needed, including teller and new accounts.
• Assist customers in selecting accounts and cross-sell products using professional sales techniques.
• Process deposits and ensure documents comply with banking policies.
• May assist in vault operations and balancing currency and coin.
• Open new deposit accounts and obtain funds/receipts; determine funds availability.
• Perform other duties as assigned.

Skills

Customer service

Team collaboration

Communication skills

Sales techniques

Education

Associate's degree in accounting/finance/economics

Three years of related experience in lieu of degree

Job description

CCFBank in Wisconsin is seeking a Universal Banker to deliver exceptional customer service, process transactions, and open and close accounts. This fast-paced role emphasizes building relationships with customers and collaborating with team members to meet branch goals.

The ideal candidate has strong communication, a customer service mindset, and experience in financial services or teller duties. You will assist in deposits, explain products, and ensure compliance with banking policies while