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Financial Services Associate
Job in
Beloit, Rock County, Wisconsin, 53511, USA
Listed on 2025-11-29
Listing for:
CBI Bank & Trust
Full Time
position Listed on 2025-11-29
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Description
GENERAL DESCRIPTION:
Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person.
KEY ACCOUNTABILITIES:- Candidate must be self"motivated with the ability to offer our banking products and services to prospects
- Candidate will possess the ability to develop strong customer relationships.
- Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in appearance, pleasant, courteous, and a good listener.
- Be able to initiate the HPG sales process when asked about accounts
- Must have the ability to work a flexible work schedule.
- Must have a satisfactory record of work performance and adherence to all Bank Policies and Procedures.
- This position will float to all banking centers as needed.
- Post high school education/one year in banking or related field preferred.
We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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