Universal Banker
Listed on 2026-01-05
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Finance & Banking
Bank Customer Service, Financial Analyst
Join to apply for the Universal Banker role at CCFBank.
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, customer-oriented individual who is eager to build and maintain customer relationships.
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.
- 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.
Education and/or Experience Requirements
- One (1) year of sales experience.
- Full Time, 40 hours per week.
- Monday – Friday work week; occasional Saturdays required.
- Competitive pay ranging from $18.50 - $23.60 hourly.
- The salary range provided is based on the primary location and may vary depending on the job's specific location. This range reflects the anticipated base pay for the position. The final salary offered will take into account internal equity and may differ based on various factors, including work location, the candidate's relevant knowledge, skills, and experience.
- Eligible for an annual bonus of 1.5%-3% of your salary based on company goals and performance.
- Health, Vision & Dental Plans.
- Health Savings Account (HSA) 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.
- 401K Retirement Plan and 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.
At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers. We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.
Learn more about how we make more possible.
Ready to be part of our financial family? Apply online ! If you need assistance applying, contact us at HR.
CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.
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