Jobs · Finance · Wisconsin

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.

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