Universal Banker

CCFBank•Lake Hallie, WI

About The Position

CCFBank is seeking a friendly, customer-oriented Universal Banker to provide exceptional service, process financial transactions accurately, and open and close customer accounts. The position supports multiple areas of branch operations and focuses on building and maintaining customer relationships, communicating bank policies and services, and working accurately within established guidelines. The work is fast-paced and involves interacting with customers, managers, and team members. Candidates should be effective communicators, collaborative, and interested in supporting their community. The role is full-time, 40 hours per week, with a Monday–Friday work week and occasional Saturdays required. CCFBank describes its workplace as team-oriented and committed to investing in colleagues’ growth and development, as well as supporting local communities.

Requirements

  • Associate’s degree in accounting, finance, economics, or a related field; alternatively, three years of directly related full-time experience performing the outlined functions may be considered in lieu of the degree.
  • Two years of experience in the financial services industry performing teller duties.
  • Two years of customer service experience.
  • Ability to communicate effectively, work collaboratively, build and maintain relationships, and work accurately within established guidelines.
  • A friendly, customer-oriented approach and the ability to communicate company policies, programs, and systems.

Nice To Haves

  • One year of sales experience.
  • Community focus and interest in making a positive difference in the communities served.

Responsibilities

  • Assist assigned areas of branch operations as needed, including teller services, new accounts, vault teller, safe deposit, and lending.
  • Help customers select accounts, products, and financial services, and present cross-selling opportunities using professional sales techniques.
  • Receive and process retail and commercial checking and savings deposits, verifying that required documents comply with bank policies and procedures.
  • Assist with opening and closing the vault, verifying cash and coin transactions under dual control, and balancing vault currency and coin.
  • Order, manage, and balance vault and ATM currency and coin when assigned.
  • Make decisions regarding new deposit account openings; complete required customer-signature forms, accept initial deposits, and prepare new-account documents and items for processing.
  • Present customer funds to a teller for initial deposits, determine funds availability, and obtain a receipt for the customer.
  • Perform other duties as assigned.

Benefits

  • Competitive pay.
  • Eligibility for an annual bonus of 1.5%–3% of salary based on company goals and performance.
  • Health, vision, and dental plans.
  • Health Savings Account with CCF contributions.
  • Health Reimbursement Arrangement.
  • 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 coverage.
  • 401(k) 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.
  • Colleague Beyond Save & Spend Accounts perks, including exclusive pricing on deposit products.
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