Personal Banking Relationship Specialist

Bank N.A.; Menomonee Falls (WI); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank N.A. in Wisconsin seeks a Retail Banking Sales & Service professional to deliver exceptional service and identify customers’ financial needs.

You will collaborate with branch partners to provide tailored solutions across everyday banking, lending, and small business products, while guiding customers to digital self-serve options.

The role emphasizes compliance, risk management, and proactive relationship building in the community.

Qualifications

• Delivers exceptional service to customers and prospects (e.g., analyses needs and provides guidance).
• Identifies customer needs and offers financial solutions in customers' best interests.
• Works with branch partners to deliver a seamless customer experience across channels.
• Performs needs-based assessments to grow loyalty and opportunities.
• Keeps up-to-date knowledge of personal banking products and lending options.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Works with branch partners to deliver a positive customer experience.
• Engages customers to complete needs assessments and opportunities.
• Recommends tailored banking solutions including everyday banking, lending, and small business options.
• Promotes digital and self-serve options to simplify banking.
• Supports customer transactions and relationship growth.
• Maintains compliance with risk management and lending policies.
• Keeps current knowledge of banking products and market trends.

Skills

Customer service

Needs assessment

Sales & cross-selling

Regulatory compliance

Credit knowledge

Education

Post-secondary degree in related field

Equivalent education/experience

Job description

Bank N.A. in Wisconsin seeks a Retail Banking Sales & Service professional to deliver exceptional service and identify customers’ financial needs.

You will collaborate with branch partners to provide tailored solutions across everyday banking, lending, and small business products, while guiding customers to digital self-serve options.

The role emphasizes compliance, risk management, and proactive relationship building in the community.