Senior Financial Services Representative

Senior Universal Banker Position Overview

We are seeking a highly motivated and customer-focused individual to join our team as a Senior Universal Banker. In this role, you will have the opportunity to work with a diverse range of customers, providing them with expert financial advice and guidance.

Our company is a leading financial institution in Wisconsin, with a reputation for excellence and a commitment to customer satisfaction. We offer a range of benefits, including student loan payback and tuition reimbursement, making us an attractive option for professionals looking to advance their careers.

The Senior Universal Banker will be responsible for advising and educating customers on financial products and services, building relationships with existing customers, and identifying cross-selling opportunities. If you are a motivated and customer-focused individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

• Financial Advice & Guidance: Work with customers to find the right financial solutions for their needs.
• Relationship Building: Build and maintain relationships with existing customers.
• Cross-Selling Opportunities: Identify opportunities to sell additional financial products and services to customers.

• Customer Service Experience: Proven experience in providing exceptional customer service.
• Financial Knowledge: Strong knowledge of financial products and services.
• Communication Skills: Excellent communication and interpersonal skills.