Relationship Banker

Job Duties

Description

CCFBank is currently searching for a Relationship Banker to join our team! A relationship banker is responsible for developing and managing commercial banking relationships in accordance with CCFBank's core values and prescribed sales process in an assigned area. The primary focus of this role is on loan and deposit production.

This position is currently based in Oakdale, MN and is expected to relocate to Hudson, WI in December 2026. Candidates should be comfortable with this future location change.

The ideal candidate has a focus on relationship building and sourcing new business for the bank. This person will work in conjunction with our lending team. Bonus points if you are community focused and excited about making a positive difference to those around you.

Primary Responsibilities

Make sales calls to prospective customers to bring new business to the bank. This includes joint sales calls for loans where prospective client will be introduced

Cross-sell both consumer and business bank products and services based on customer needs.

Order appropriate services needed to facilitate the fulfillment process (i.e. ACH Services, Remote Deposit Capture, Positive Pay, Business Online, Credit Cards, Merchant Services, Wire Manager, account setup).

Maintain and update portfolio of existing and prospective clients. May include both personal portfolio and aid with other assigned officers.

Work directly with existing customers and assists consumer and business customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.

Discuss, prepare, and process documents related to the Bank's electronic banking services including credit reports, wire transfers, address changes, check and deposit slip orders, call backs, various loan transactions such as commercial, consumer and real estate loan payments and advances.

Process consumer and small business and agriculture applications according to policy and regulations.

Make decisions regarding the opening of new deposit accounts and loans; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. Presents funds received from customer to teller for initial deposits; determines funds availability and obtains receipt for customer.

Use ticklers/covenants to generate correspondence requesting information from customers.

Complete all customer closings in a manner which assures the customer is in complete understanding of all terms and conditions.

Performs safe deposit duties by opening accounts, controlling access, assisting customers, and processing affiliated reports.

Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation; assists customers in completing credit applications and obtain any necessary signatures on items with missing or irregular signatures.

Complete documentation and reports for serviced of portfolio or other servicing actions as assigned.

Education and Experience

Bachelor's degree in accounting, finance, economics or related field.

Substitution: Five (5) years of directly related full-time experience performing the functions outlined above may be considered in lieu of the degree.

Two (2) years of experience in the financial services industry.

Two (2) years of experience working in sales or customer service.

Progressive training and experience with: Bank services, computer software, and loan department procedures.

Accuracy and attention to detail.

In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.

What's in it for you?

Full Time, 40 hours per week.

Monday - Friday work week.

Competitive Pay ranging from $57,908.80 - $71,916.00 annually (may vary based on experience).

Eligible for an annual bonus based on company goals and performance.

Perks:

Health, Vision & Dental Plans

Health Savings Account (HSA) with CCF Contributions

Health Reimbursement Arrangement

Flexible Spending Account

Employer Paid Life Insurance and Long-Term Disability Plans

Voluntary Life Insurance and Short-Term Disability Plans

Accident and Critical Illness Plans

Hospital Indemnity

401K Retirement Plan and Company Match

Paid Time Off, Bereavement Leave and Paid Holidays

Parental Leave

Company-Wide Wellness Program

Employee Achievement Program

Colleague Referral Program

Professional Development Reimbursement Program

Career Planning

Colleague Pricing on Secondary Market Mortgage Loans

Colleague Beyond Save & Spend Accounts Perks

What can you expect from us?

At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.

We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.

Learn more here about how we make more possible: https://ccf.us/careers/

Ready to be part of our financial family? Apply online at ccf.us!

If you need assistance applying, contact us at [email protected] and we will attempt to meet your needs.

In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.

CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.

Citizens Community Federal is an equal employment opportunity employer and will give all qualified applicants consideration for employment without regard to race, color, religion, sex, national origin, disability status, sexual orientation, protected veteran status or any other characteristic protected by law.

Minimum Education Required

Bachelor Degree

Minimum Experience Required

5 years

Shift

First (Day)

Number of Openings

1

Public Transportation Accessible

Yes

Veterans Encouraged to Apply

No

Physical Required

Yes

Drug Test Required

Yes

Compensation

$57,908.80 - $71,916.00 / Annually

Postal Code

55128

Job Type

Full Time

Place of Work

On-site

Requisition ID

4493692

Job Benefits

Not specified