Personal Banker: Relationship-Driven Lending & Growth

Alliedonesource; Fitchburg (WI); On-site; USD 27,552,000 - 34,440,000; Full time

Job summary

Alliedonesource is seeking a personable Personal Banker to support our Cottage Grove location. You will build relationships, understand customers' financial goals, and offer tailored product solutions with a focus on service excellence.

You will handle loan opportunities, banking transactions, and daily cash drawer responsibilities while maintaining compliance and accuracy. The role rewards engagement, reliability, and a commitment to growing with our team.

Qualifications

• Strong customer service skills are required.
• Proficient in basic computer tasks and banking software.
• HS diploma or GED required.

Responsibilities

• Consultative relationship building to identify customer needs and offer tailored financial solutions.
• Loan pipeline management including sourcing and closing consumer loans (home equity, auto, personal).
• Operational excellence in banking transactions, cash drawer, and documentation.
• Meet and exceed key performance metrics while delivering high-quality customer experience.

Skills

Strong customer service skills

Good computer skills

Education

High School Diploma or GED

Job description

Alliedonesource is seeking a personable Personal Banker to support our Cottage Grove location. You will build relationships, understand customers' financial goals, and offer tailored product solutions with a focus on service excellence.

You will handle loan opportunities, banking transactions, and daily cash drawer responsibilities while maintaining compliance and accuracy. The role rewards engagement, reliability, and a commitment to growing with our team.