Client-Focused Universal Banker | Banking & Service Excellence

CCFBank

Strum (WI)

On-site

USD 38,000 - 48,000

Full time

5 days ago
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Benefits offered by this job

Health, Vision & Dental
HSA contributions
Flexible Spending Account
Life Insurance
Parental Leave
401K match
Paid Time Off
Wellness Program
Career Planning
Referral Program

Job summary

CCFBank in Wisconsin is seeking a Universal Banker to deliver exceptional customer service, process transactions, and open/close customer accounts in a fast-paced branch environment. You will be a key part of a collaborative team supporting customers with accuracy and care.

The ideal candidate thrives in a team setting with strong communication skills, a customer-first mindset, and the ability to follow established guidelines while building relationships in the community.

Qualifications

  • Associate degree or 3 years of related experience may be considered in lieu of degree.
  • Two years of experience in financial services.
  • Two years of customer service experience.

Responsibilities

  • Provide services across branch operations including teller, new accounts, vault, and lending.
  • Assist customers in selecting accounts and financial services; present cross-sell opportunities.
  • Process deposits and ensure documents meet policy; determine funds availability.
  • Open/close vault daily and balance currency and coin as applicable.
  • Open new deposit accounts and prepare documents for processing; verify funds and obtain receipts.
  • Perform other duties as assigned.

Skills

Customer service
Cross-selling
Communication
Team player

Education

Associate degree in finance/accounting/economics

Job description

CCFBank in Wisconsin is seeking a Universal Banker to deliver exceptional customer service, process transactions, and open/close customer accounts in a fast-paced branch environment. You will be a key part of a collaborative team supporting customers with accuracy and care.

The ideal candidate thrives in a team setting with strong communication skills, a customer-first mindset, and the ability to follow established guidelines while building relationships in the community.

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