Find & Apply For Financial Services Sales Agent Jobs in DeForest, Wisconsin

DMB Community Bank, a community bank with consistent A+ health ratings and over 100 years of service, offers a full range of personal and business financial services. We have an outstanding workplace with a team that takes pride in exceptional service. We are currently seeking a Financial Services Representative to join our team at our DeForest location. This customer-facing role is ideal for someone who enjoys building relationships, providing exceptional service, and supporting a variety of financial transactions in a collaborative branch environment. Key Responsibilities Customer Financial Services Provide friendly, professional service while assisting customers with the opening and maintenance of deposit accounts, including HSAs, IRAs, and safe deposit box rentals. Prepare account opening documentation and identify opportunities to cross-sell appropriate products and services. Assist customers with fund transfers, online banking, mobile deposit, and the resolution of account-related issues or concerns. Financial Processing & Compliance Process financial forms and collection items, including garnishments and levies. Handle incoming and outgoing funds through Deposit Listing Services and the Depository Trust. Complete assigned audit reports to ensure proper coding of customer profiles, CDs, IRAs, and special account designations (e.g., PrimeTime and MVP benefits). Perform internal audits as assigned by the Compliance Officer. Reception & Administrative Support Provide backup coverage for reception, including greeting customers and answering overflow calls. Route calls to the appropriate department and ensure messages are promptly delivered. Process personal and business check orders. Order bank office supplies and products as needed. Additional Support Provide Notary services to customers. Assist with general office and customer support tasks as required. Schedule This is a part-time position working 20 hours per week .

Equal Opportunity Employer Job Type:

Part-time Pay:

From $22.00 per hour Expected hours: 20.0 per week

Benefits:

401(k) Dental insurance Disability insurance Flexible spending account Health insurance Life insurance Paid sick time Paid time off Retirement plan

Work Location:

In person