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Banking and Financial Solutions Specialist

2 weeks ago


Cottage Grove, Wisconsin, United States Creative Financial Staffing Full time
Company Overview
The Creative Financial Staffing team is a top workplace recognized by Wisconsin state journal and Madison square magazine. We offer strong benefits, including student loan payback, paid time off to volunteer, and three weeks PTO to start.

We are currently experiencing significant growth and have opportunities for advancement into senior leadership roles.

Salary Range
$48,000-$52,000

Job Description
A Senior Universal Banker at Creative Financial Staffing provides personalized banking services and financial solutions to clients. Key responsibilities include assisting customers with account openings, loan applications, and other financial transactions.

Our Senior Universal Bankers proactively identify opportunities to promote banking products and services. They develop and maintain strong client relationships to enhance customer satisfaction. Furthermore, they ensure compliance with banking policies, regulations, and security procedures.

Required Skills and Qualifications
To succeed in this role, you will need previous experience in banking or financial services. Excellent customer service and communication skills are essential, as well as the ability to work efficiently in a fast-paced, team-oriented environment.

Benefits
In addition to our comprehensive salary range, we offer a dynamic work environment with opportunities for growth and development. Our team is dedicated to delivering exceptional customer service and creating long-lasting relationships with our clients.

Join us in shaping the future of financial services.