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C
CCFBank
Universal Banker
Career Insights for Personal Banker
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Scorecard
Based on Wisconsin data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$71,942 / year median in Wisconsin
-8% projected decline
Job Description
Apply Universal Banker Rice Lake, WI Apply Job Type Full-time 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. 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. In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position. 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.
- Competitive pay.
- Eligible for an annual bonus of 1.