Full-Time Universal Banker: Customer Experience & Accounts

CCFBank; Lake Hallie (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health, Vision & Dental Plans

Health Savings Account (HSA) with CCF 

Health Reimbursement Arrangement

Flexible Spending Account

Employer Paid Life Insurance and Long‑

Job summary

CCFBank is seeking a Universal Banker who delivers exceptional customer service and processes financial transactions with accuracy. You will open and close customer accounts and support branch operations, working closely with team members to meet customer needs and achieve sales goals.

The role emphasizes relationship-building, effective communication, and adherence to banking policies while handling high-paced, varied duties across customer service, deposits, and account servicing.

Qualifications

• Associate’s degree in accounting, finance, economics or related field.
• Three years of related full-time experience may substitute for the degree.
• Two years of experience in financial services performing teller duties and two years of customer service experience.

Responsibilities

• Provide exceptional customer service across branch operations including teller, new accounts, vault, safe deposit, and lending.
• Assist customers in selecting accounts, products, and financial services; present cross-sell opportunities using sales techniques.
• Process deposits and ensure documents comply with bank policies and procedures.
• Assist in vault operations, balance currency, and manage vault and ATM currency.
• Open new deposit accounts and present funds for initial deposits while ensuring funds availability.

Skills

Customer service

Communication

Team collaboration

Education

Associate’s degree in accounting, finance, economics or related field

Job description

CCFBank is seeking a Universal Banker who delivers exceptional customer service and processes financial transactions with accuracy. You will open and close customer accounts and support branch operations, working closely with team members to meet customer needs and achieve sales goals.

The role emphasizes relationship-building, effective communication, and adherence to banking policies while handling high-paced, varied duties across customer service, deposits, and account servicing.