Relationship Banker

Envision Greater Fond du Lac, Inc.; Fond du Lac (WI); On-site; USD 22,041 - 31,684; Full time

Benefits offered by this job

Full benefits (medical, dental, vision

401k with match

Profit sharing

PTO

Job summary

FVSBank in Wisconsin is seeking a Relationship Banker to deliver an exceptional customer experience across teller and platform responsibilities, helping clients meet their financial goals and navigate banking tools.

The role emphasizes active listening, accurate transactions, compliance, and building lasting relationships. Strong cash handling, math accuracy, and prior banking experience are valued; candidates should be able to travel to other branches if needed.

Qualifications

• High school diploma or equivalent.
• Strong customer service skills with a positive, professional presence.
• Previous banking or financial services experience required.
• Cash handling and teller experience strongly required.
• Solid math, computer, and data entry accuracy.
• Ability to prioritize, multitask, and adapt to varying customer needs.
• Ability to stand for extended periods and handle detailed work.
• Willingness to work a flexible schedule and travel to other branches when necessary.

Responsibilities

• Create a welcoming, personalized experience for every customer—warm greeting, eye contact, and use of their name.
• Provide fast, friendly, and accurate service across all teller and platform responsibilities.
• Actively listen and uncover customer needs to ensure the right products, services, and solutions are recommended.
• Support customers through a full range of transactions, account questions, and service requests.
• Educate customers on the bank’s digital tools, services, and features that simplify their financial life.
• Engage customers in meaningful conversations to understand financial goals and identify opportunities.
• Recommend appropriate products and services that support customer needs and help grow the relationship.
• Maintain documentation of conversations, needs identified, and solutions offered.
• Refer customers to specialists (loans, financial services, business banking) when appropriate.
• Perform teller functions following all bank policies, procedures, and compliance requirements.
• Complete account openings, maintenance, and closings with accuracy and efficiency.
• Maintain up to date product knowledge and stay informed on new offerings and enhancements.
• Balance cash drawers daily and resolve discrepancies promptly.
• Follow security procedures and support branch opening/closing routines.
• Uphold confidentiality standards and always safeguard customer information.
• Complete all required compliance and regulatory training on schedule.
• Ensure all customer identification and account opening protocols (including CIP) are followed without exception.
• Demonstrate the bank’s core values in all interactions with customers, colleagues, and community members.
• Contribute to a positive, team oriented branch environment.
• Support other branch locations as needed.

Skills

Customer service

Cash handling

Math accuracy

Data entry

Multitasking

Stand long hours

Flexible schedule

Travel

Education

High school diploma

Job description

Welcome to our job portal for Fond du Lac County — your gateway to exciting career opportunities right here in the heart of Wisconsin. Whether you’re a seasoned professional, a recent graduate, or someone seeking a fresh start, our site connects you with a wide range of local employers eager to hire talented individuals like you. Explore openings across industries, discover companies that are making a difference, and take the next step toward a fulfilling future in Fond du Lac County.

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Please note, FDL Works is not a job placement service.

The Relationship Banker serves as a trusted financial guide for customers, delivering an exceptional experience at every interaction. This role blends customer service, consultative banking, and operational accuracy to help customers achieve their financial goals. By taking time to understand each customer’s needs, the Relationship Banker recommends products, services, and solutions that deepen relationships and support long term financial wellness. This position ensures all activities are completed with accuracy, compliance, professionalism, and a genuine commitment to creating a positive banking experience.

Examples of Duties

Customer Experience & Service

• Create a welcoming, personalized experience for every customer—warm greeting, eye contact, and use of their name.
• Provide fast, friendly, and accurate service across all teller and platform responsibilities.
• Actively listen and uncover customer needs to ensure the right products, services, and solutions are recommended.
• Support customers through a full range of transactions, account questions, and service requests.
• Educate customers on the bank’s digital tools, services, and features that simplify their financial life.

Relationship Building & Sales Support

• Engage customers in meaningful conversations to understand financial goals and identify opportunities.
• Recommend appropriate products and services that support customer needs and help grow the relationship.
• Maintain documentation of conversations, needs identified, and solutions offered.
• Refer customers to specialists (loans, financial services, business banking) when appropriate.

Operational Excellence

• Perform teller functions following all bank policies, procedures, and compliance requirements.
• Complete account openings, maintenance, and closings with accuracy and efficiency.
• Maintain up to date product knowledge and stay informed on new offerings and enhancements.
• Balance cash drawers daily and resolve discrepancies promptly.
• Follow security procedures and support branch opening/closing routines.

Compliance & Risk Management

• Uphold confidentiality standards and always safeguard customer information.
• Complete all required compliance and regulatory training on schedule.
• Ensure all customer identification and account opening protocols (including CIP) are followed without exception.

Team & Culture

• Demonstrate the bank’s core values in all interactions with customers, colleagues, and community members.
• Contribute to a positive, team oriented branch environment.
• Support other branch locations as needed.

Required Experience or Qualifications

• High school diploma or equivalent.
• Strong customer service skills with a positive, professional presence.
• Previous banking or financial services experience required.
• Cash handling and teller experience strongly required.
• Solid math, computer, and data entry accuracy.
• Ability to prioritize, multitask, and adapt to varying customer needs.
• Ability to stand for extended periods and handle detailed work.
• Willingness to work a flexible schedule and travel to other branches when necessary.

FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.

Pay Type

Hourly

• Full benefit package to include medical, dental, vision, and life insurance.
• 401k with match, profit sharing and PTO