Personal banker jobs in Wisconsin - 345 jobs

Frandsen Bank & Trust is a growing community-oriented company looking for a full-time Universal Banker to work at our Hayward office. This position must provide a high level of professional communication, attention to detail, and technical skills to provide exceptional customer service. Must proactively identify opportunities to expand customer relationships by engaging in deep and meaningful conversations. The ability to make customer introductions to banking partners is a key responsibility of this position. Job Duties: Engage in professionally helpful, curious, and courageous customer conversations to identify specific needs and make customized recommendations Proactively reach out to customers in-person and by phone to reinforce and deepen relationships Proficiently and accurately open all types of consumer and non-consumer deposit accounts and services Provide leadership and ongoing training to work group Maintain exceptional cash handling skills and accurate balancing Diligently examine all transactions to prevent losses and deter fraudulent activity Desired Skills: High school diploma or equivalent Cash handling experience preferred Strong verbal and written communication skills Attention to detail Proficiency in computers Salary range for this role is $19.00 to $28.00 per hour, depending on experience. We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.

is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. Duties and responsibilities for Universal Banker position: Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws. Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services. Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs. Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person. Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. Focus on the skills and attributes in order to complete the Banker Certification process Perform other duties as assigned. Qualifications for Universal Banker position: Experience Required: 1 - 2 years of sales experience Required: 2-4 years customer service experience Preferred: 2-4 years of sales and customer service experience in branch banking Education Required: High School Diploma or general education degree (GED) Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required: Banker Certification within18 months of hire/promotion date Benefits for Full-Time Position: Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account Pet Insurance And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Join Our Team as a Universal Banker at Starion Bank in Wisconsin! Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you on our team at Starion Bank! Why Starion Bank? As a growing community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a place where you can thrive both professionally and personally. Position: Universal Banker Location: Wisconsin Key Responsibilities: Open personal and business deposit accounts Cross-sell bank products and services Process consumer loans Troubleshoot and resolve customer and internal inquiries in a timely, professional and accurate manner Complete relationship development activities Qualifications: One to three years of experience in customer service, sales and cash handling or related experience required Demonstrated high level of flexible interpersonal skills, customer service, trustworthiness, credibility and diplomacy required What We Offer: Competitive Salary : Your hard work deserves great pay! Comprehensive Benefits : Including health, life, dental, vision, and a health savings account. Retirement Planning : 401K and profit-sharing options. Incentives : Annual Incentive Compensation Program available for all benefit eligible employees Work-Life Balance : Paid vacation and holidays. Recognized Excellence: Join a team recognized as the “Best of the Best” by Independent Bankers magazine and one of the “50 Best Places to Work” by Prairie Business magazine! Ready to Make a Difference? If you're ready to take the next step in your career and be part of a community-focused bank, apply today at ******************** Starion Bank- Taking You Further. Apply now and become a vital part of our team! Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

A Senior Universal Banker performs full-service retail banking and consumer lending duties, cross-sells products, ensures regulatory compliance, and steps into a leadership role (including acting as Branch Manager) in the manager's absence while coaching less experienced staff in a professional, courteous and confidential manner. PRIMARY RESPONSIBILITIES May perform any or all of the following duties: Customer Service Professionally and confidently greet customers, answer phones, resolve inquiries Explain products fully, disclose rates, fees, etc. Keep management informed of customer feedback Leadership & Coaching Act as Branch Manager when needed Coach and develop less experienced bankers Assist with complex transactions and sales-skill development May override transactions and handle escalated issues Sales & Business Development Meet assigned sales and referral goals Actively cross-sell and telemarket deposit accounts, loans, and bank services Open new depository accounts and complete all related paperwork/compliance Refer mortgage and commercial loans to specialized lenders Daily Teller / Platform Transactions Accept deposits and withdrawals, cash checks, process loan payments Verify endorsements/ID, place holds, detect counterfeit currency Balance cash drawer daily, buy/sell cash from vault, balance ATM Perform funds transfers, stop payments, coin counting, statement research, etc. Loan Officer Duties (Consumer/Small Business) Generate, close, administer, and collect select loans Act as liaison to central lending departments Compliance, Operations & Risk Management Follow all bank policies, regulations (Reg CC, BSA, privacy, etc.) Complete accurate new-account documentation and follow-up Open/close branch following security procedures Process dormancy, negative-balance outreach, signature corrections OTHER RESPONSIBILITIES Follow First Federal Bank of Wisconsin policies and procedures. Requirements REQUIREMENTS / CORE COMPETENCIES High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail. OTHER QUALIFICATIONS / SKILLS Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. Mathematical skills. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Ability to work in a fast-paced environment. Ability to work well under pressure. Ability to cross-sell. High degree of accuracy. Strong communication skills. Organizational skills. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.

Job Description Are you looking for an opportunity to grow your career in the banking industry? One Community Bank in Oregon, WI is seeking a dynamic individual to join our team as a part-time (29 hours per week) Universal Banker. This position offers an exciting chance to work onsite in a professional and forward-thinking environment, where you can truly make a difference in the lives of our clients. As a Universal Banker, you will have the opportunity to engage with clients, build relationships, and help them achieve their financial goals. If you are passionate about banking and eager to take on new challenges, we encourage you to apply today! One Community Bank: Our Story Why join One Community Bank? Our actions demonstrate our tenets: Invest in Relationships, Trust the Team, See the Upside, Encourage New Ideas and Think Big! We serve clients, support colleagues and invest in our communities because we aspire to be the Best Billion Dollar Bank in the World! The one bank that's different from other banks. We began as a single location serving the Oregon, Wisconsin, community back in 1976. Since then, One Community Bank has grown to serve 19 locations. Come grow with One Community Bank! We have been voted a Top Work Place seven years in a row! Your day as a Universal Banker As a new Universal Banker at One Community Bank, you can expect to greet clients with a friendly smile, assist with account inquiries, process transactions accurately, and recommend banking products to meet clients' needs. You will have the opportunity to learn about our products and services to provide excellent client service. Your typical schedule will be between 8 am to 6 pm Monday through Friday, with some Saturdays from 8 am to noon to accommodate our clients' needs. Training will be provided to help you succeed in this role, and you will work alongside a supportive team who values your contributions to the organization. Would you be a great Universal Banker? To excel as a Universal Banker at One Community Bank, you will need a high school diploma or GED and strong organizational skills. Attention to detail is essential, as you will be responsible for performing various tasks accurately. You should be able to address client inquiries with empathy and teamwork, resolving any concerns effectively. While cash handling experience is preferred, it is not required. Excellent problem-solving abilities, interpersonal skills, and communication skills are key in this role. Proficiency in Microsoft Office is necessary to navigate the software tools used in daily tasks. If you are a detail-oriented individual with a passion for client service and a collaborative mindset, we encourage you to apply for this exciting opportunity. Are you ready for an exciting opportunity? If you think this pat-time role will suit your needs, great! Applying is a piece of cake. Good luck - we're excited to meet you!

Job Description The Universal Banker accurately processes customer transactions on the teller line and provides quality customer service in a friendly, professional, and timely manner. This position determines customers' needs and meets their expectations by recommending beneficial products and referring them to partner departments when appropriate. The Universal Banker ensures positive interactions with existing and prospective customers-both over the phone and in person-with a focus on acquiring and expanding loyal relationships. In addition, the role includes assisting customers with opening new personal and business products and services while working to achieve targeted levels for product sales, service behaviors, and referral goals.Job Responsibilities: The Universal Banker is responsible for delivering exceptional service by adhering to all established bank policies and procedures while maintaining a strong working knowledge of Capitol Bank's products and services to effectively cross‑sell and support customer needs. This role performs a wide range of transaction‑related duties, including processing deposits and withdrawals, cashing checks, issuing official checks, handling various payments, managing coin orders and bankcard cash advances, and providing account information as requested. The Universal Banker ensures accuracy through daily cash‑drawer balancing and meets established standards for overages and shortages. They are accountable for achieving targeted goals related to product sales, service behaviors, and referral activity, as well as opening, updating, and maintaining customer accounts. This position requires prompt, professional handling of customer inquiries and ongoing relationship development through regular communication, business visits, and participation in community or customer‑focused events. Additional responsibilities may be assigned to support the overall needs of the branch and the Bank. Skillset & Experience: Effective communication when working with customers and/or employees Be involved in developing solutions to meet the needs of the customer and/or employees Flexibility to meet changing workload; highly self-motivated Be a team player and be respectful to all staff, customers, and prospects. Proficient in Microsoft Office Suite and other applicable software. Minimum of 1 year in customer service. Previous banking experience preferred. Applicable college degree or equivalent work experience. Working Conditions: Must be able to sit for periods greater than 45 minutes at a time. Must be able to stand for periods greater than 30 minutes at a time. Must be able to lift a minimum of 25 pounds. Must be able to use computer monitors for periods greater than 45 minutes at a time. Must be able to perform basic typing functions.

Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties.

Benefits: 401(k) matching Opportunity for advancement Paid time off The Universal Banker responsibility is to help deepen customer relationships, attract additional customers and improve customer service. This position is primarily responsible for assisting with opening new deposits, selling additional products to customers and prospects and supporting the overall sales efforts of the bank. This will include teller services as well as helping customers with problem resolution, maintenance changes and opening and closing safe deposit boxes. This position will also be responsible for completing sales activities to help attract new customers. These duties will include originating letters to be sent to customers and prospects, soliciting banking relationships, developing prospect lists, and other tasks as requested by the Branch Manager. Duties and Responsibilities Deposit Accounts: Assist walk-in customers with their new account needs. This will include checking, savings, certificates, and IRAs as a backup to Relationship Banker. Understand the various products the bank offers and is able to explain the value of those products to customers. Assist walk-in and phone customers with problems or service issues related to their account(s). Responsibilities will include sales, cross-selling and referring customers and prospects to bank accounts. Goals will be set for production in these areas. Assist with product promotions as the bank introduces various promotions throughout the year. As needed, will contact customers by phone to ask for account relationships. Customer Service: Perform paying and receiving functions for customers. This will include deposits, withdrawals, transfers. Additionally, the Universal Banker may sell cashier checks, money orders, gift cards, and help customers with additional related services. Understand and comply with the related laws and compliance regulations that pertain to teller duties. Examples include bank secrecy act, privacy, and funds availability policy. Provide a high level of customer service. This includes understanding customer needs, as well as understanding the bank products offered. Support customers with maintenance questions concerning their accounts. This will include address changes, check orders and the like. Understands the importance of electronic delivery. Fully understands, utilizes, encourages and sells these products. Must feel comfortable using the online and mobile banking products and the ability to trouble shoot common questions and concerns. Sales: Support the overall sales effort. Direct sales goals may be established by management for such items as debit cards, direct deposit, automated banking, or referrals for other bank products. Assist with individual sales goals. Participate as part of various retail product campaigns the bank initiates. Will be aware of overall bank product offering to be able to refer customers to appropriate departments within the bank for service. Other: As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities. Active involvement in the community. Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies. Comply with bank standards for attendance and hours of work. Qualifications Education/Experience:High School diploma or equivalent. Two-three years customer service or teller experience. This job requires skills needed in a typical office environment. This includes computer skills, communication skills, as well as utilization of office equipment. Must have the dexterity to count money. Skills and Abilities: Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff. Customer Orientation: Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Professionalism: Project a positive image of the bank to all internal and external customers. Retail Sales: The potential to understand and effectively apply selling techniques to open, develop and close a sale; must be able to create interest in a product and actively cross-sell other products and services. An overall understanding of bank products. This includes online, mobile, and electronic delivery products. Time Management: Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank. Working Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel: Valid driver's license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception. This in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities. Job Description subject to change at any time at the discretion of management. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Schedule: Monday through Friday 8:30AM to 5:15PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. Essential Duties and Responsibilities Sales and service * Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. * Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. * Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. * Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. * Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. * Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience * Research and resolve problems and respond to client inquiries on account status. * Deliver excellent client experiences consistently and promptly resolve client issues effectively. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency * Assist banking center associates with all aspects of daily operations as needed, including audit controls. * Assist banking center management with "on the job training" of new associates. * Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. * High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Community First Bank of Muscoda, WI has a full-time opening for a Universal Banker position. Are you looking for an opportunity to build on your career in the financial industry? This position offers a competitive hourly wage, depending on experience. If you are passionate about helping others in a professional atmosphere and have great attention to detail, apply today! BENEFITS Enjoy a wide range of benefits Employee Stock Ownership Plan (ESOP) Paid Federal Holidays Top-notch Training Volunteer Time Off Birthday Time Off Health Insurance Dental Insurance Vision Insurance 401K Many more! A DAY IN THE LIFE AS A UNIVERSAL BANKER As a Universal Banker you arrive each day full of energy and ready to provide excellent customer service. As the first point of contact for our customers, you cheerfully greet each individual and take the time to really listen to their needs. You enjoy nurturing relationships as you get to know them by name. Thriving in our fast-paced financial environment, you accurately and efficiently process routine banking transactions such as deposits, withdrawals, checks, and loan payments. The Universal Banker builds and retain relationships with current and prospective clients, promote all bank products and services and respond to simple and complex customer inquiries or service requests. In addition, the Universal Banker assists customers with their deposit needs regarding new accounts and services, and maintenance of these accounts. You prioritize tasks effectively and stay on top of all the latest regulations and policies. And, most of all, you take pride in making a positive impression on each and every customer that you serve! QUALIFICATIONS FOR A UNIVERSAL BANKER Associates Degree or equivalent experience Familiarity with banking regulations. Excellent communication and interpersonal skills Prior banking experience is preferred but not required. Are you focused on the accuracy and quality of your work? Do you have excellent communication skills? Are you detail-oriented and conscientious? Do you enjoy working with people? Are you honest and ethical? If so, then you might just be perfect for this Universal Banker position! WORK SCHEDULE This is a full-time Monday - Friday position with a Saturday morning rotation. You will have your late evenings and Sundays free!

Voted “Best Workplace in Madison” Do you enjoy helping people and solving problems over the phone? This role combines customer service, account resolution, and process coordination in a supportive, hybrid environment. If you're detail-oriented, tech-savvy, and thrive on clear communication, this could be the perfect fit. Why You'll Love It Consistently recognized as a Top Workplace in Madison Hybrid schedule, relaxed environment, and genuine work-life balance No micromanagement-you'll be trusted to own your work Tight-knit, collaborative team that values member service “Good people, high-quality product, work-life balance, learning environment, development offered.” “Company is built for long-term success with great career growth opportunities.” What You'll Do Serve as a primary point of contact for members regarding past-due accounts Provide exceptional customer service via phone and email Explain account status, payment options, and next steps in a clear, professional manner Document all conversations and outcomes accurately in multiple systems Coordinate with outside partners for account documentation (no legal advice required) A Day in the Life You'll spend much of your day on the phone and in your CRM: answering member questions, setting up or confirming payment arrangements, and documenting outcomes. You'll also prepare and route supporting documents when accounts require follow-up-keeping members informed and the process moving. What You Bring Strong phone presence and outstanding customer service skills 1+ years in accounts receivable, financial services, or administrative roles Clear written and verbal communication; calm under pressure Detail-oriented and tech-savvy; comfortable navigating multiple systems Basic Excel knowledge is a plus (no advanced functions required) Don't meet every single requirement? We get it. At CFS, we value diverse backgrounds and transferable skills. If you're excited about the role, we encourage you to apply-you may be the right fit for this or other opportunities. #INJAN2026

Join Our Team as a Universal Banker at Starion Bank in Wisconsin! Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you on our team at Starion Bank! Why Starion Bank? As a growing community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a place where you can thrive both professionally and personally. Position: Universal Banker Location: Wisconsin Key Responsibilities: Open personal and business deposit accounts Cross-sell bank products and services Process consumer loans Troubleshoot and resolve customer and internal inquiries in a timely, professional and accurate manner Complete relationship development activities Qualifications: One to three years of experience in customer service, sales and cash handling or related experience required Demonstrated high level of flexible interpersonal skills, customer service, trustworthiness, credibility and diplomacy required What We Offer: Competitive Salary: Your hard work deserves great pay! Comprehensive Benefits: Including health, life, dental, vision, and a health savings account. Retirement Planning: 401K and profit-sharing options. Incentives: Annual Incentive Compensation Program available for all benefit eligible employees Work-Life Balance: Paid vacation and holidays. Recognized Excellence: Join a team recognized as the “Best of the Best” by Independent Bankers magazine and one of the “50 Best Places to Work” by Prairie Business magazine! Ready to Make a Difference? If you're ready to take the next step in your career and be part of a community-focused bank, apply today at ******************** Starion Bank- Taking You Further. Apply now and become a vital part of our team! Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities .

To service the Bank's customers in a professional, courteous and confidential manner. To promote and process Bank depository products and services according to the guidelines of the Bank and be responsible for business development. Comply with regulations and policies of Bank as established. Requirements PRIMARY RESPONSIBILITIES May perform any or all of the following duties: Perform all work accurately, thoroughly and compliant with Bank policies and procedures. Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections. Greet all customers and potential customers, promote bank and cross-sell bank products and services. Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit. Examine checks deposited and determined proper funds availability based on regulation requirements and complete Hold Notices. Process savings withdrawals. Cash checks: verify endorsement, receive proper identification and ensure validity. Identify counterfeit currency. Accept loan payments: verify payment amount and issue receipts. Buy and sell currency from the vault as necessary, ensuring that branch staff drawer cash limits are not exceeded. Balance drawer daily, including periodic batching of cashed checks. Ensure branch staff station is properly supplied. Follow procedures for removing accounts for dormancy. Process work utilizing scanning and other technologies on a daily basis. Achieves sales and referral goals as assigned. Keep management informed of customers' suggestions and concerns. Answer basic customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Refer customers to the proper department for issues that cannot be resolved at the branch staff line. Attend meetings as scheduled. Count loose coins. May have ability to override branch staff transactions including special override capabilities. Assist in balancing the ATM, handling cash orders or vault duties. Able to open depository accounts. Cross-sell and telemarketing Bank products and services based on customer needs in accordance with the Bank's program standards. Process depository products and services according to policy and regulations. Complete all follow-up duties associated with opening new relationships including new account paperwork is complete, in compliance and signed appropriately prior to filing for record keeping. Explain and complete all services in a manner which assures the customer is in complete understanding of all terms and conditions. Contact customers to obtain necessary signatures on items with missing or irregular signatures. Disclose complete product and insurance information to the customer. Refer all mortgage and commercial inquiries to the appropriate bankers. Prepare management reports as required. Answer phones and respond to customer inquiries in a professional and courteous manner. Perform customer requested research, including printing statement and check copies. Assist customers with routine account-related requests such as: funds transfers, electronic funds transfers (EFTs), stop payments, inquiries about Bank deposit products and service charges, inquiries about customer loan and transaction history, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquires about set up of online banking accounts and bill pay, and check verification requests by third parties. Log all new accounts and verify all accounts are logged correctly prior to the end of the business day. Complete all follow-up documentation. Make calls to customers regarding negative account balances and to develop supportive long-term solutions. Open and close branch, observing security procedures. Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections. Act as liaison to lending departments as needed. Perform other duties as assigned. OTHER RESPONSIBILITIES Follow First Federal Bank of Wisconsin policies and procedures. Follow all state and federal banking regulations. REQUIREMENTS / CORE COMPETENCIES High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail. OTHER QUALIFICATIONS / SKILLS Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.

Job Description Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Powered by JazzHR KQ6jTRQ2ga

Benefits: 401(k) matching Opportunity for advancement Paid time off The Universal Banker responsibility is to help deepen customer relationships, attract additional customers and improve customer service. This position is primarily responsible for assisting with opening new deposits, selling additional products to customers and prospects and supporting the overall sales efforts of the bank. This will include teller services as well as helping customers with problem resolution, maintenance changes and opening and closing safe deposit boxes. This position will also be responsible for completing sales activities to help attract new customers. These duties will include originating letters to be sent to customers and prospects, soliciting banking relationships, developing prospect lists, and other tasks as requested by the Branch Manager. Duties and Responsibilities Deposit Accounts: Assist walk-in customers with their new account needs. This will include checking, savings, certificates, and IRAs as a backup to Relationship Banker. Understand the various products the bank offers and is able to explain the value of those products to customers. Assist walk-in and phone customers with problems or service issues related to their account(s). Responsibilities will include sales, cross-selling and referring customers and prospects to bank accounts. Goals will be set for production in these areas. Assist with product promotions as the bank introduces various promotions throughout the year. As needed, will contact customers by phone to ask for account relationships. Customer Service: Perform paying and receiving functions for customers. This will include deposits, withdrawals, transfers. Additionally, the Universal Banker may sell cashier checks, money orders, gift cards, and help customers with additional related services. Understand and comply with the related laws and compliance regulations that pertain to teller duties. Examples include bank secrecy act, privacy, and funds availability policy. Provide a high level of customer service. This includes understanding customer needs, as well as understanding the bank products offered. Support customers with maintenance questions concerning their accounts. This will include address changes, check orders and the like. Understands the importance of electronic delivery. Fully understands, utilizes, encourages and sells these products. Must feel comfortable using the online and mobile banking products and the ability to trouble shoot common questions and concerns. Sales: Support the overall sales effort. Direct sales goals may be established by management for such items as debit cards, direct deposit, automated banking, or referrals for other bank products. Assist with individual sales goals. Participate as part of various retail product campaigns the bank initiates. Will be aware of overall bank product offering to be able to refer customers to appropriate departments within the bank for service. Other: As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities. Active involvement in the community. Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies. Comply with bank standards for attendance and hours of work. Qualifications Education/Experience: High School diploma or equivalent. Two-three years customer service or teller experience. This job requires skills needed in a typical office environment. This includes computer skills, communication skills, as well as utilization of office equipment. Must have the dexterity to count money. Skills and Abilities: Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff. Customer Orientation: Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Professionalism: Project a positive image of the bank to all internal and external customers. Retail Sales: The potential to understand and effectively apply selling techniques to open, develop and close a sale; must be able to create interest in a product and actively cross-sell other products and services. An overall understanding of bank products. This includes online, mobile, and electronic delivery products. Time Management: Ability to effectively manage ones time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank. Working Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel: Valid drivers license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception. This in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities. Job Description subject to change at any time at the discretion of management.

The Universal Banker-II: Assists customers with opening new personal and business deposit accounts. Welcomes and assists customers at the Teller line. Accurately processes a variety of transactions including deposits and withdrawals. Maintains a high degree of knowledge in all Capitol Bank products and services offerings. Resolves all customer needs and requests in a friendly, professional, and timely manner. Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships. Works to achieve targeted levels for product sales, service behaviors, and referral goals. Maintains an active community presence and participates in Bank activities including prospecting and networking. The Universal Banker-II will also: Follows all established bank policies and procedures. Knowledgeable in bank products and services in order to cross-sell. Provides banker and teller coverage to the assigned branch location. Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages/shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays. Responsible for achieving targeted levels for product sales, service behaviors, and referral goals. Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests. Handles customer account inquiries promptly and professionally. Maintains an active community presence and participates in Bank activities. In addition, the Universal Banker-II will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.

Community First Bank of Prairie du Chien, WI has a full-time opening for a Universal Banker position. Are you looking for an opportunity to build on your career in the financial industry? This position offers a competitive hourly wage, depending on experience. If you are passionate about helping others in a professional atmosphere and have great attention to detail, apply today! BENEFITS Enjoy a wide range of benefits Employee Stock Ownership Plan (ESOP) Paid Federal Holidays Top-notch Training Volunteer Time Off Birthday Time Off Health Insurance Dental Insurance Vision Insurance 401K Many more! A DAY IN THE LIFE AS A UNIVERSAL BANKER As a Universal Banker you arrive each day full of energy and ready to provide excellent customer service. As the first point of contact for our customers, you cheerfully greet each individual and take the time to really listen to their needs. You enjoy nurturing relationships as you get to know them by name. Thriving in our fast-paced financial environment, you accurately and efficiently process routine banking transactions such as deposits, withdrawals, checks, and loan payments. The Universal Banker builds and retain relationships with current and prospective clients, promote all bank products and services and respond to simple and complex customer inquiries or service requests. In addition, the Universal Banker assists customers with their deposit needs regarding new accounts and services, and maintenance of these accounts. You prioritize tasks effectively and stay on top of all the latest regulations and policies. And, most of all, you take pride in making a positive impression on each and every customer that you serve! QUALIFICATIONS FOR A UNIVERSAL BANKER Associates Degree or equivalent experience Familiarity with banking regulations. Excellent communication and interpersonal skills Prior banking experience is preferred but not required. Are you focused on the accuracy and quality of your work? Do you have excellent communication skills? Are you detail-oriented and conscientious? Do you enjoy working with people? Are you honest and ethical? If so, then you might just be perfect for this Universal Banker position! WORK SCHEDULE This is a full-time Monday - Friday position with a Saturday morning rotation. You will have your late evenings and Sundays free!

Job Description The Universal Banker-II: Assists customers with opening new personal and business deposit accounts. Welcomes and assists customers at the Teller line. Accurately processes a variety of transactions including deposits and withdrawals. Maintains a high degree of knowledge in all Capitol Bank products and services offerings. Resolves all customer needs and requests in a friendly, professional, and timely manner. Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships. Works to achieve targeted levels for product sales, service behaviors, and referral goals. Maintains an active community presence and participates in Bank activities including prospecting and networking. The Universal Banker-II will also: Follows all established bank policies and procedures. Knowledgeable in bank products and services in order to cross-sell. Provides banker and teller coverage to the assigned branch location. Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages/shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays. Responsible for achieving targeted levels for product sales, service behaviors, and referral goals. Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests. Handles customer account inquiries promptly and professionally. Maintains an active community presence and participates in Bank activities. In addition, the Universal Banker-II will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.

Benefits: 401(k) matching Opportunity for advancement Paid time off The Universal Banker responsibility is to help deepen customer relationships, attract additional customers and improve customer service. This position is primarily responsible for assisting with opening new deposits, selling additional products to customers and prospects and supporting the overall sales efforts of the bank. This will include teller services as well as helping customers with problem resolution, maintenance changes and opening and closing safe deposit boxes. This position will also be responsible for completing sales activities to help attract new customers. These duties will include originating letters to be sent to customers and prospects, soliciting banking relationships, developing prospect lists, and other tasks as requested by the Branch Manager. Duties and Responsibilities Deposit Accounts: Assist walk-in customers with their new account needs. This will include checking, savings, certificates, and IRAs as a backup to Relationship Banker. Understand the various products the bank offers and is able to explain the value of those products to customers. Assist walk-in and phone customers with problems or service issues related to their account(s). Responsibilities will include sales, cross-selling and referring customers and prospects to bank accounts. Goals will be set for production in these areas. Assist with product promotions as the bank introduces various promotions throughout the year. As needed, will contact customers by phone to ask for account relationships. Customer Service: Perform paying and receiving functions for customers. This will include deposits, withdrawals, transfers. Additionally, the Universal Banker may sell cashier checks, money orders, gift cards, and help customers with additional related services. Understand and comply with the related laws and compliance regulations that pertain to teller duties. Examples include bank secrecy act, privacy, and funds availability policy. Provide a high level of customer service. This includes understanding customer needs, as well as understanding the bank products offered. Support customers with maintenance questions concerning their accounts. This will include address changes, check orders and the like. Understands the importance of electronic delivery. Fully understands, utilizes, encourages and sells these products. Must feel comfortable using the online and mobile banking products and the ability to trouble shoot common questions and concerns. Sales: Support the overall sales effort. Direct sales goals may be established by management for such items as debit cards, direct deposit, automated banking, or referrals for other bank products. Assist with individual sales goals. Participate as part of various retail product campaigns the bank initiates. Will be aware of overall bank product offering to be able to refer customers to appropriate departments within the bank for service. Other: As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities. Active involvement in the community. Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies. Comply with bank standards for attendance and hours of work. Qualifications Education/Experience:High School diploma or equivalent. Two-three years customer service or teller experience. This job requires skills needed in a typical office environment. This includes computer skills, communication skills, as well as utilization of office equipment. Must have the dexterity to count money. Skills and Abilities: Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff. Customer Orientation: Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Professionalism: Project a positive image of the bank to all internal and external customers. Retail Sales: The potential to understand and effectively apply selling techniques to open, develop and close a sale; must be able to create interest in a product and actively cross-sell other products and services. An overall understanding of bank products. This includes online, mobile, and electronic delivery products. Time Management: Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank. Working Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel: Valid driver's license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception. This in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities. Job Description subject to change at any time at the discretion of management. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.