Senior Universal Banker

Creative Financial Staffing (CFS); Madison (WI); On-site; USD 48,000 - 52,000; Full time

Job summary

A leading company in Madison is seeking a Senior Universal Banker to deliver personalized banking services and financial solutions. The role involves assisting clients with accounts and loans, promoting products, and ensuring compliance with banking policies. Join a strong team experiencing significant growth and enjoy perks like student loan payback and generous PTO.

Benefits

Voted as a top workplace by Wisconsin State Journal

Student loan payback

Paid time off to volunteer

3 weeks PTO to start

Opportunity to advance into a senior leadership role

Qualifications

• Previous experience in banking or financial services.
• Excellent customer service and communication skills.

Responsibilities

• Provide personalized banking services and financial solutions to clients.
• Assist customers with account openings and loan applications.
• Identify opportunities to promote banking products.

Skills

Customer Service

Communication

Education

Experience in Banking or Financial Services

Job description

Join to apply for the Senior Universal Banker role at Creative Financial Staffing (CFS).

1 week ago Be among the first 25 applicants.

Creative Financial Staffing (CFS) provided pay range

This range is provided by Creative Financial Staffing (CFS). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$48,000.00/yr - $52,000.00/yr

Work Perks

• Voted as a top workplace by Wisconsin State Journal and Madison Square Magazine!
• Student loan payback
• Paid time off to volunteer
• 3 weeks PTO to start
• Strong team in place and currently experiencing significant growth!
• Opportunity to advance into a senior leadership role.

Responsibilities of the Senior Universal Banker

• Provide personalized banking services and financial solutions to clients.
• Assist customers with account openings, loan applications, and other financial transactions.
• Proactively identify opportunities to promote banking products and services.
• Develop and maintain strong client relationships to enhance customer satisfaction.
• Ensure compliance with banking policies, regulations, and security procedures.

Qualifications for the Senior Universal Banker

• Previous experience in banking or financial services.
• Excellent customer service and communication skills.
• Ability to work efficiently in a fast-paced, team-oriented environment.

Additional Details

• Salary: $48,000 - $52,000
• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Accounting

Referrals increase your chances of interviewing at Creative Financial Staffing (CFS) by 2x.

Get notified about new Senior Universal Banker jobs in Madison, WI.