Banking Services Associate: Client Care & Referrals

CBI Bank & Trust; Beloit (WI); Hybrid; USD 32,000 - 42,000; Full time

Job summary

CBI Bank & Trust in Beloit, WI is seeking a Financial Services Associate to be the first point of contact for clients. You will assist with routine banking transactions, promote financial products, and help customers reach their financial goals.

This role emphasizes friendly, efficient service, accuracy, and adherence to policies. Flexibility to work Saturdays and learning banking systems are expected.

Qualifications

• High school diploma or equivalent required.
• Prior cash-handling or customer service experience preferred.
• Strong attention to detail and basic math skills.
• Effective communication and interpersonal skills.
• Ability to learn banking systems, products, and procedures.
• Reliable attendance and punctuality.
• Ability to work flexible hours, including Saturdays.

Responsibilities

• Process routine financial transactions accurately, including deposits, withdrawals, check cashing, loan payments, and transfers.
• Balance cash drawer daily and maintain accuracy within established tolerances.
• Identify client needs and make appropriate referrals to other bank products and services.
• Follow all bank policies, procedures, and security protocols.
• Comply with applicable laws and regulations, including BSA/AML and privacy requirements.
• Provide friendly, professional service and assist in resolving basic client inquiries.
• Maintain confidentiality of client information.
• Support branch operations as needed, including lobby coverage and operational tasks.

Skills

Customer service

Attention to detail

Communication

Learning banking systems

Flexible hours

Education

High school diploma or equivalent

Job description

CBI Bank & Trust in Beloit, WI is seeking a Financial Services Associate to be the first point of contact for clients. You will assist with routine banking transactions, promote financial products, and help customers reach their financial goals.

This role emphasizes friendly, efficient service, accuracy, and adherence to policies. Flexibility to work Saturdays and learning banking systems are expected.