Personal Banker - South Milwaukee, WI

Davita Inc.; Milwaukee (WI); On-site; USD 45,000 - 70,000; Full time

Job summary

A leading community bank in Southeastern Wisconsin seeks a Personal Banker at their South Milwaukee branch. The role focuses on developing client relationships, assessing banking needs, and providing top-quality service. As a Full-Time Employee, you will enjoy a rich benefits package including Paid Time Off, 401(k) matching, health insurance, and other perks aimed at career advancement.

Benefits

Generous Paid Time Off (PTO)

401(k) with Employer Match

Employee Stock Ownership Plan (ESOP)

Health, Dental, and Vision Insurance

Discount on Mortgage Loans

Annual Reviews and potential salary increases

Qualifications

• Minimum 4 years job-related experience in financial services.
• Proven record of sales production.
• Motivated, hardworking, and able to evaluate problems.

Responsibilities

• Develops new client relationships and expands existing ones.
• Handles banking needs and assesses client account information.
• Provides exceptional service and addresses complex inquiries.

Skills

Customer-focused

Sales production

Time management

Problem-solving

Job description

Personal Banker

Status: Full Time

Location: South Milwaukee, Wisconsin

Come join our team of Banking Professionals in Southeastern Wisconsin at our South Milwaukee Branch, and see the difference in working for a local, community Bank!

Job Duties Include:

• Actively develops new and expands existing client relationships by originating and cross selling all Bank products and services.


• Responsible for assessing and handling clients' banking needs, obtaining and processing client account information and selling Bank deposit and loan products and services.


• Actively refers clients for products and services not provided by the Banker such as business and mortgage loans and alternative investments.


• Provides the highest quality service while fulfilling client needs and responding to complex inquiries.


• Capable of establishing a high level of trust with clients.

What we are looking for:

• Minimum of 4 years job related experience in the financial services industry, with a proven record of sales production


• Sincerely and Genuinely customer-focused to provide the most exceptional customer service


• Eager to Succeed


• Highly Motivated


• Efficient and Hard Working


• Ability to manage time appropriately and evaluate problems and recommend appropriate solutions

The PyraMax Bank difference:

• Smaller, local Community Bank that truly cares about our Employees, our Clients, and the Communities we Serve!


• We have a dedicated Training Department that will prepare you and help further your Banking Career!


• We are committed to always posting Job Openings Internally first, so as an employee, you will have the first opportunity to apply and move up!


• Your career is dependent upon you: how far you want to go and how motivated you are to succeed, to learn and to excel! We will help you get there!

As a Full-Time Employee, you will be eligible to participate in our Outstanding Benefits package which includes:

• Generous Paid Time Off (PTO) pool - new hires start with PTO and get an additional 144 hours each January 1. This increases 40 hours after every 5years of employment (up to 15 years) and unused PTO may be rolled over to the next year or paid out to you!


• PTO Purchase Program - you may purchase an additional 40 hours of PTO


• Birthday PTO - 8 hours of Birthday PTO for your Birthday


• Invest in Yourself PTO - 8 hours of PTO to use to take time to unplug


• Volunteer PTO - 8 hours of PTO to use each year to Volunteer and give back


• 401(k) with 6% dollar-for-dollar Employer Match


• Employee Stock Ownership Plan (ESOP)


• Bank paid Life Insurance at 1.5 times your annual salary


• Bank paid Long-Term Disability Insurance


• Health Insurance - Five plans available


• Dental and Vision Insurance


• Optional Life and Short-Term Disability Insurances


• Flex Spending Account with TASC


• Local Employee Assistance Program FREE to you


• Discount on your Mortgage Loan with us


• Free Employee Checking Account


• Fun and Exciting Wellness Program


• Annual Reviews and potential salary increases