Universal Banker
CCFBank · Strum, WI · 3 wk ago
On-siteFinanceFull-time
About the Role
If you’re motivated, detail-oriented, and passionate about delivering exceptional customer service, this fast-paced, interactive position at CCFBank is for you. As a Universal Banker, you’ll play a crucial role in providing outstanding banking experiences, processing transactions accurately, and building customer relationships. We’re looking for a friendly, community-focused individual who thrives in a team environment and is eager to make a positive impact.
Responsibilities
- Provide assistance across branch operations, including teller services, new accounts, vault operations, safe deposit, and lending.
- Assist customers in selecting accounts, products, and financial services, ensuring cross-sell opportunities are presented using professional sales techniques.
- Process retail and commercial deposits, ensuring compliance with banking policies and procedures.
- Assist in opening/closing the vault, managing currency and coin, and balancing vault and ATM transactions.
- Open new deposit accounts, complete necessary forms, and ensure accurate processing of initial deposits.
- Perform other duties as assigned.
Requirements
- Associate’s degree in accounting, finance, economics, or related field (or 3 years of directly related experience in lieu of degree).
- 2 years of experience in the financial services industry performing teller duties.
- 2 years of customer service experience.
Desired Qualifications
- 1 year of sales experience.
Skills
- Strong communication and collaboration skills, with a focus on building relationships.
- Ability to work effectively in a fast-paced, team-oriented environment.
- Detail-oriented with a persuasive, teaching-oriented mindset.
- Genuine interest in understanding and meeting the needs of customers, colleagues, and the community.
Benefits
- Health, Vision, and Dental Plans.
- Health Savings Account (HSA) with CCF contributions.
- Flexible Spending Account.
- Employer-paid Life Insurance and Long-Term Disability Plans.
- Voluntary Life Insurance and Short-Term Disability Plans.
- Accident and Critical Illness Plans.
- Hospital Indemnity.
- 401K Retirement Plan with Company Match.
- Paid Time Off, Bereavement Leave, and Paid Holidays.
- Parental Leave.
- Company-Wide Wellness Program.
- Employee Achievement Program.
- Colleague Referral Program.
- Professional Development Reimbursement Program.
- Career Planning.
- Colleague Pricing on Secondary Market Mortgage Loans.
- Exclusive pricing on deposit products through Colleague Beyond Save & Spend Accounts Perks.
Schedule
Full Time, 40 hours per week. Monday – Friday with occasional Saturdays required.
Pay
Competitive pay with an annual bonus opportunity of 1.5%-3% based on company goals and performance.