Relationship Banker & Accounts Expert

Citizens Community Federal N.A

Strum (WI)

On-site

USD 42,000 - 64,000

Full time

4 days ago
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Benefits offered by this job

Health, Vision & Dental Plans
Health Savings Account (HSA) with CCF
Flexible Spending Account
Employer Paid Life Insurance and Long-
401K Retirement Plan and Company Match
Paid Time Off, Bereavement Leave, and
Parental Leave

Job summary

CCFBank in Wisconsin is seeking a Universal Banker to deliver exceptional customer service, process transactions, and open/close customer accounts. This fast-paced, team-oriented role focuses on building strong relationships with customers and guiding them through banking products and services.

The ideal candidate has a customer-service mindset, effective communication, and a willingness to work Monday–Friday with occasional Saturdays.

Qualifications

  • Associate's degree in accounting, finance, economics or related field (or equivalent experience).
  • Two years of experience in the financial services industry performing teller duties.
  • Two years of customer service experience.
  • Combination of education, training, and experience acceptable to perform duties.

Responsibilities

  • Provide assistance across branch operations including teller, new accounts, vault, safe deposit, and lending.
  • Assist customers in selecting accounts and financial services; present cross-sell opportunities.
  • Process deposits and verify documents in accordance with banking policies.
  • Open and close vault daily; assist in balancing vault currency and coin.
  • Open deposit accounts, handle funds, and obtain receipts.
  • Perform other duties as assigned.

Skills

Customer service
Sales experience
Communication skills
Teamwork

Education

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

Job description

CCFBank in Wisconsin is seeking a Universal Banker to deliver exceptional customer service, process transactions, and open/close customer accounts. This fast-paced, team-oriented role focuses on building strong relationships with customers and guiding them through banking products and services.

The ideal candidate has a customer-service mindset, effective communication, and a willingness to work Monday–Friday with occasional Saturdays.

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