Private Banker: Trusted Client Partner & Growth Coach

WoodTrust Financial Corporation; Wisconsin Rapids (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Full benefits package

Performance-based annual bonus

Work-life balance

Supportive work environment

Job summary

A leading financial institution in Wisconsin Rapids is seeking a Private Banker to be a key point of contact for customers and ensure an exceptional experience. This role involves assisting clients with their banking needs, maintaining customer accounts, and supporting office operations. The ideal candidate should have a high school diploma or GED and 1-3 years of relevant experience along with excellent communication skills and a professional demeanor. The company offers competitive compensation, benefits, and opportunities for advancement.

Qualifications

• 1 – 3 years of related experience preferred.
• Professional demeanor and positive attitude required.
• Strong reliability and customer service focus.

Responsibilities

• Assist customers in person and by phone.
• Provide information on bank products.
• Open and maintain customer accounts.
• Perform teller transactions accurately.
• Support office operations.
• Maintain confidentiality in customer service.

Skills

Excellent communication skills

Attention to detail

Organizational skills

Teamwork

Education

High school diploma or GED

Job description

Join a Team That Invests in You
WoodTrust Bank offers a professional, welcoming, and growth‑oriented environment where every associate is valued. We’re looking for a motivated, detail‑oriented individual to join our Wisconsin Rapids office as a Private Banker – a key role focused on delivering an exceptional customer experience and supporting our long-standing commitment to service.

About WoodTrust
Did You Know? Founded in 1891, WoodTrust is one of the largest privately owned, full‑service financial institutions headquartered in central and northern Wisconsin. With more than $7.6 billion in client assets under management and $675 million in bank assets, we serve individual, family, corporate, and not‑for‑profit clients across 35 states.

Our culture is built on a simple core value – the customer is #1 – and on creating an environment where associates can learn, grow, and build long-term careers. As a private, family‑owned organization, we take pride in offering stability, opportunity, and a workplace where talented people enjoy what they do.

What You’ll Do
As a Private Banker, you will serve as a trusted first point of contact for customers and play a key role in shaping their overall experience with WoodTrust. This position calls for a well‑organized, highly motivated individual with a genuine interest in and enthusiasm for promoting WoodTrust Bank and its products. Associates should be positive, flexible, adaptable, and eager to contribute to a welcoming customer experience. You will receive ongoing training and development to support your success and opportunities for future advancement.

Key responsibilities include:

• Assisting customers in person and by phone with professionalism and warmth
• Providing accurate information and guidance on bank products and services
• Opening, maintaining, and servicing customer accounts
• Performing teller transactions with precision and care
• Supporting office operations and administrative tasks
• Contributing to a collaborative team environment focused on shared goals
• Maintaining strict confidentiality and upholding WoodTrust’s high standards of service

What You Bring
Success in this role comes from a blend of professionalism, curiosity, and genuine care for people. You’ll thrive here if you bring:

• High school diploma or GED; 1 – 3 years of related experience preferred
• Professional demeanor, positive attitude, and strong reliability
• Excellent communication skills and a genuine enjoyment of working with people
• Strong attention to detail, organizational skills, and computer proficiency
• Ability to work effectively as part of a team and contribute to a positive workplace
• Commitment to confidentiality, customer awareness, and service excellence

Why Join Our Team
WoodTrust strives to be an employer of choice by offering meaningful work, long-term career opportunities, and a supportive environment where associates can thrive. We offer:

• Competitive compensation
• A full benefits package including medical, dental, vision, vacation, and sick leave
• Performance-based annual bonus opportunities
• A stable, family-owned organization with a strong commitment to work‑life balance
• A team of fun, talented professionals who enjoy what they do

Ready to Apply?
We’d like to meet you! Please submit your application and resume by email to [e-mail] or in person at any WoodTrust branch in Wisconsin Rapids, Plover, or Wausau.

WoodTrust is an Equal Opportunity Employer.