Universal Banker

Citizens Community Federal N.A; Mankato (MN); On-site; Full time

Job summary

A leading financial institution is seeking a Universal Banker who is motivated and detail-oriented. This role involves providing exceptional customer service, processing transactions, and building relationships. Ideal candidates will have strong communication skills and a collaborative spirit. Full-time hours with competitive pay and various benefits make this opportunity appealing for those passionate about community service.

Benefits

Health, Vision & Dental Plans

Health Savings Account (HSA) with company contributions

401K with company match

Paid Time Off, Holidays, and Parental Leave

Wellness Program

Qualifications

• Two years of experience in financial services performing teller duties.
• Two years of customer service experience.

Responsibilities

• Assist in branch operations, including teller and new accounts.
• Help customers select accounts and present cross-sell opportunities.
• Process retail and commercial deposits.

Skills

Communication

Customer Service

Sales

Education

Associate’s degree in accounting, finance, economics

Three years of relevant full-time experience

Job description

Description

If you’re motivated, detail-oriented, and passionate about 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, customer-oriented individual 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 team player with excellent communication skills. This role involves working closely with others, building relationships, and working within established guidelines. You should be an effective communicator, able to motivate others and respond to their needs and concerns. You will interact with many different people, so friendliness and genuine interest in others’ needs are essential. You must have a persuasive, teaching-oriented mindset and be able to clearly communicate the company's policies, programs, and systems. Expect a faster-than-average pace of work.

Primary Responsibilities

1. Assist all assigned areas of branch operations, including teller, new accounts, vault teller, safe deposit, and lending.
2. Help customers select various accounts, products, and financial services; present cross-sell opportunities using professional sales techniques.
3. Process retail and commercial deposits, ensuring compliance with banking policies and procedures.
4. Assist in vault operations, including opening/closing, balancing, and managing currency and coin.
5. Make decisions on opening new deposit accounts, complete required forms, accept initial deposits, and process documents.
6. Perform other duties as assigned.

Education and Experience

• Associate’s degree in accounting, finance, economics, or related field.
• Or three years of relevant full-time experience in lieu of a degree.
• Two years of experience in financial services performing teller duties.
• Two years of customer service experience.

Desired Experience

• One year of sales experience.

What’s in it for you?

• Full-time, 40 hours/week.
• Monday – Friday schedule; occasional Saturdays.
• Competitive pay: $18.00 - $24.66/hour, based on location and experience.
• Annual bonus potential: 1.5%-3% of salary based on performance.

Perks include:

• Health, Vision & Dental Plans
• Health Savings Account (HSA) with company contributions
• Health Reimbursement Arrangement
• Flexible Spending Account
• Employer-paid Life Insurance and Long-Term Disability
• Voluntary Life and Short-Term Disability Plans
• Accident and Critical Illness Plans
• Hospital Indemnity
• 401K with company match
• Paid Time Off, Holidays, and Parental Leave
• Wellness Program
• Employee Achievement and Referral Programs
• Professional Development Reimbursement
• Career Planning
• Colleague discounts on mortgage loans and deposit products

What to expect from us?

At CCFBank, you are more than just a number; you are a partner. We invest in our colleagues’ growth and development, prioritize community needs, and support local regions. Learn more about how we make more possible: https://ccf.us/careers/

Ready to join our financial family? Apply online at ccf.us! For assistance, contact [e-mail]. We are committed to fostering an inclusive, diverse culture and are proud to be an Equal Opportunity Employer, including for disability and veterans.