Client Relationship Banker

Lake Ridge Bank; Monona (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

Lake Ridge Bank in Monona, WI seeks a Personal Banker to deliver a premier client experience and grow relationships by addressing consumer banking needs. You will open accounts, process transactions, and actively promote deposits and loans while maintaining confidentiality and compliance.

The role emphasizes client-centric service, community involvement, and teamwork to meet individual and department goals. Office-based position at Monona Bridge Road.

Qualifications

• Associates Degree in a related field or equivalent work experience (2+ years) in client services/sales.
• Exceptional interpersonal and communication skills enabling effective interaction with diverse clients.
• Demonstrated problem solving and decision-making abilities.

Responsibilities

• Build and maintain banking relationships with clients.
• Promote deposits and consumer loans using active sales skills.
• Open and service deposit accounts (checking, savings, CDs) and complete paperwork.
• Process transactions and balance cash drawer accurately.
• Onboard new clients and accounts and stay compliant with security standards.
• Represent the bank professionally at community events and internal meetings.

Skills

Interpersonal skills

Communication skills

Sales ability

Customer service

Education

Associates Degree

2 years client services/sales experience

Job description

Lake Ridge Bank in Monona, WI seeks a Personal Banker to deliver a premier client experience and grow relationships by addressing consumer banking needs. You will open accounts, process transactions, and actively promote deposits and loans while maintaining confidentiality and compliance.

The role emphasizes client-centric service, community involvement, and teamwork to meet individual and department goals. Office-based position at Monona Bridge Road.