Universal Banker

Davita Inc.; Eau Claire (WI); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial institution is seeking a Universal Banker to provide exceptional customer service and assist with financial transactions. This role requires strong communication skills and collaboration within a team. Candidates will benefit from a dynamic work environment and various health benefits while serving the community.

Benefits

Health, Vision & Dental Plans

Health Savings Account (HSA) with CCF Contributions

401K Retirement Plan and Company Match

Paid Time Off and Holidays

Professional Development Reimbursement Program

Qualifications

• Customer-focused with a collaborative mindset.
• Two years of customer service experience required.
• Sales experience is a plus.

Responsibilities

• Process financial transactions and assist customers with account openings.
• Cross-sell available banking products using professional sales techniques.
• Maintain accurate cash handling and assist with vault operations.

Skills

Customer service

Communication

Team collaboration

Sales techniques

Education

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

Three years of related experience instead of a degree

Two years in financial services

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 Universal Banker, you will be responsible for providing exceptional customer service, processing financial transactions accurately and opening and closing customer accounts. You will be a crucial part of our team, ensuring that our customers receive the best banking experience by #Makingmorepossible. The ideal candidate is a collaborator who works well in a team environment with excellent communication skills. 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 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. Expect a faster-than-average pace of work for this position.

Primary Responsibilities

• Provides assistance to all assigned areas of branch operations where service or assistance is needed, including teller, new accounts, vault teller, safe deposit, and lending.
• Assists 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.
• Receives and processes retail and commercial checking and savings deposits by determining that all necessary deposit documents are in accordance with banking policies and procedures.
• May assist in opening and closing the vault daily; may provide dual control in verifying cash/coin sold or bought to/from the vault; may assist in balancing vault currency and coin. May be responsible for ordering, managing, and balancing the vault and ATM currency and coin.
• 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.
• 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.
• Two (2) years of experience in the financial services industry performing teller job duties.
• Two (2) years of customer service experience.

Desired Education and/or Experience Requirements

• One (1) year of sales experience.

What's in it for you?

• Full Time, 40 hours per week.
• Monday - Friday work week; occasional Saturdays required.
• Eligible for an annual bonus of 1.5%-3% of your 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/

Ready to be part of our financial family? Apply online at ccf.us!

If you need assistance applying, contact us at [e-mail] and we will attempt to meet your needs.

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.