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Banking Relationship Manager

2 weeks ago


Cottage Grove, Wisconsin, United States Creative Financial Staffing Full time

Senior Universal Banker Job Summary

Creative Financial Staffing is seeking an experienced Sr. Universal Banker to join our team. The ideal candidate will have a strong background in banking and excellent customer service skills.

**Key Responsibilities:**

  • Provide personalized banking services and financial solutions to clients.
  • Assist customers with account openings, loan applications, and other financial transactions.
  • Proactively identify opportunities to promote banking products and services.
  • Develop and maintain strong client relationships to enhance customer satisfaction.
  • Ensure compliance with banking policies, regulations, and security procedures.

**Requirements:**

  • Previous experience in banking or financial services.
  • Excellent customer service and communication skills.
  • Ability to work efficiently in a fast-paced, team-oriented environment.

**Perks of Working at Creative Financial Staffing:**

  • Voted as a top workplace by Wisconsin state journal and Madison square magazine.
  • Paid time off to volunteer and 3 weeks PTO to start.
  • Strong benefits, including student loan payback and opportunities for growth and development.