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Banking Services Associate: Client Care & Referrals

Job in Beloit, Rock County, Wisconsin, 53511, USA
Listing for: CBI Bank & Trust
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance, Financial Sales, Banking Operations
Salary/Wage Range or Industry Benchmark: 32000 - 42000 USD Yearly USD 32000.00 42000.00 YEAR
Job Description & How to Apply Below

CBI Bank & Trust in Beloit, WI is seeking a Financial Services Associate to be the first point of contact for clients. You will assist with routine banking transactions, promote financial products, and help customers reach their financial goals.

This role emphasizes friendly, efficient service, accuracy, and adherence to policies. Flexibility to work Saturdays and learning banking systems are expected.

We are seeking a motivated Banking Services Associate:
Client Care & Referrals to join CBI Bank & Trust in Beloit, WI, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 32.000 - 42.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Banking Services Associate:
Client Care & Referrals role in the description above.

Position Requirements
10+ Years work experience
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