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Financial Services Representative

3 weeks ago

Cottage Grove, Wisconsin, United States Creative Financial Staffing Full time
Company Overview:

Creative Financial Staffing is a leading provider of innovative banking solutions. We strive to deliver exceptional customer experiences and foster long-term relationships with our clients.

Salary:
$48,000-$52,000

Job Description:
We are seeking an experienced Senior Universal Banker to join our team. As a Senior Universal Banker, you will be responsible for providing personalized banking services and financial solutions to clients. This includes assisting customers with account openings, loan applications, and other financial transactions.

Responsibilities:
  • Develop and maintain strong client relationships to enhance customer satisfaction.
  • Provide proactive financial guidance and recommendations to clients.
  • Identify opportunities to promote banking products and services.


Required Skills and Qualifications:
  • Previous experience in banking or financial services.
  • Excellent communication and interpersonal skills.
  • Ability to work efficiently in a fast-paced environment.


Benefits:
  • Voted as a top workplace by Wisconsin state journal and Madison square magazine.
  • Strong benefits package, including student loan payback and paid time off to volunteer.


Others:
We offer a dynamic and growth-oriented work environment with opportunities for career advancement.