Personal Banker I

Paylocity; Altoona (WI); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health, Vision & Dental Plans

401K Retirement Plan

Paid Time Off

Parental Leave

Wellness Program

Job summary

CCFBank is seeking a friendly Personal Banker to discuss and promote banking products, open accounts, and serve current and prospective customers in a cooperative, community-minded environment.

The role emphasizes sales and customer service across teller, vault, lending, and related branch operations, with opportunities to lead and train staff while building lasting client relationships.

Qualifications

• Associate’s degree in accounting, finance, economics or related field.
• Three years of directly related full-time experience may be substituted for the degree.
• Three years of experience in the financial services industry performing teller duties.
• Three years of experience working in sales or customer service.

Responsibilities

• Assists in opening new deposit accounts and cross-sell opportunities.
• Provides exceptional customer service and resolves issues within authority.
• Supports branch operations including teller, vault, safe deposit, and lending duties.
• Builds strong customer relationships through effective communication.
• Educates customers on products and services and ensures compliant transactions.

Skills

Customer service

Sales skills

Communication

Team collaboration

Attention to detail

Education

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

Three years of directly related full time experience may be substituted for degree

Three years of teller experience in financial services

Three years of sales or customer service experience

Tools

CRM systems

Job description

Description

If you’re motivated, detail-oriented, and have a passion for delivering exceptional customer service, keep reading! This is a fast-paced, interactive position with CCFBank, a successful financial institution with locations throughout Wisconsin and Minnesota. We’re seeking a friendly, and customer-oriented individual who is eager to build and maintain customer relationships.

As a Personal Banker you will discuss, explain, promote and sell products and services to current and/or potential customers and assist them in opening the products and services that best fit their needs. You will be skilled in the areas of teller, vault, safe deposit, lending and provide leadership, training and support to branch staff and other colleagues. Bonus points if you’re community focused and excited about making a positive difference for those around you.

The ideal candidate is a collaborator who works well in a team environment with excellent communication skills. This job requires a patient and stable work style and consistency in dealing with repetitive routines. A service- and team-oriented mindset is essential to success. The work requires attention to detail. The person in this position must be able to manage details with relative accuracy and careful attention to quality. The pace of work is steady and relatively unhurried. This job focuses heavily on working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. It requires an effective communicator: someone who is able to motivate others while understanding and responding to their needs and concerns. This role involves meeting and working with many different people. The person in this position must be friendly and genuinely interested in the needs of others, whether that's managers, team members, customers, or the company itself. This person must have a persuasive, teaching-oriented mindset and be able to easily communicate the company's policies, programs, and systems.

Primary Responsibilities

• Provides assistance to all assigned areas of branch operations where needed, including new accounts, teller, safe deposit, vault teller and lending.
• Assists consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
• Makes decisions regarding the opening of new deposit accounts; completes forms requiring customer signature(s); accepts initial deposits; prepares all documents and items pertaining to new accounts for processing. Presents funds received from customer to teller for initial deposits; determines funds availability and obtains receipt for customer.
• Provides exceptional customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues within given authority.
• May assist in opening and closing the vault daily; may provide dual control in verifying cash/coin sold or bought from the vault, may assist in balancing vault currency and coin.
• Performs other duties as assigned.

Education and Experience

• Associate’s degree in accounting, finance, economics or related field.
• Substitution: Three (3) years of directly related full time experience performing the functions outlined above may be considered in lieu of the degree.
• Three (3) years of experience in the financial services industry performing teller job duties.
• Three (3) years of experience working in sales or customer service

What’s in it for you?

• Full Time, 40 hours per week.
• Monday – Friday work week; occasional Saturdays required.
• Competitive pay.
• You will be eligible for a bonus based off of your annual salary based on company goals and performance.

Perks:

• Health, Vision & Dental Plans: Because healthy smiles are important.
• Health Savings Account (HSA) with CCF Contributions: Save for those medical expenses that you weren’t expecting.
• Health Reimbursement Arrangement: Be reimbursed for qualifying medical expenses by making smart health care decisions.
• Flexible Spending Account: For those unexpected medical expenses.
• Employer Paid Life Insurance and Long-Term Disability Plans: We’ve got your back (and your future).
• Voluntary Life Insurance and Short-Term Disability Plans: Because life is unpredictable.
• Accident and Critical Illness Plans: Just in case you decide to take up extreme knitting.
• Hospital Indemnity: We will help cover additional hospital expenses.
• 401K Retirement Plan and Company Match: Retirement goals? We’ve got you covered.
• Paid Time Off, Bereavement Leave, and Paid Holidays: Rest, recharge, and celebrate your loved ones.
• Parental Leave: Because parenting is the ultimate adventure.
• Company-Wide Wellness Program: Yoga, smoothies, and mental high-fives.
• Employee Achievement Program: Here to help you through the good times and the bad.
• Colleague Referral Program: Refer a friend, get a virtual high-five (and maybe a bonus).
• Professional Development Reimbursement Program: Learn and grow with us!
• Career Planning: Plot your career trajectory.
• Colleague Pricing on Secondary Market Mortgage Loans: Because everyone deserves a castle (or a cozy cottage).
• Colleague Beyond Save & Spend Accounts Perks: Unlock exclusive pricing on our deposit products.

What can you expect from us?

At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.

We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them. Learn more here about how we make more possible: https://ccf.us/careers/

In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.

CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.