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Financial Services Professional

2 weeks ago

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

About the Job

Creative Financial Staffing is looking for a skilled Universal Banking Specialist to join our team. As a Universal Banking Specialist, you will be responsible for providing personalized banking services and financial solutions to clients.

**Responsibilities and Requirements:**

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

**Benefits:**

  • A competitive salary of $48,000-$52,000.
  • A strong team environment with opportunities for growth and development.
  • Strong benefits, including paid time off to volunteer and 3 weeks PTO to start.