Relationship Banker

Park Bank - Madison; Madison (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Park Bank - Madison is seeking a Relationship Banker to establish and enhance client account relationships through effective sales and referrals. This role involves managing client interactions and delivering exceptional service in a Retail Banking branch environment.

Candidates should possess at least an Associate degree, with a preference for those with a Bachelor’s degree. A minimum of 3–5 years of relevant experience is required, as well as knowledge of consumer lending and proven leadership skills.

Qualifications

• Minimum 3–5 years of related work experience required.
• Knowledge or experience in consumer lending preferred.
• Proven leadership skills and abilities.

Responsibilities

• Cross-sell additional bank products to clients.
• Open and close accounts, servicing customers.
• Process stop payments and wire transfers.
• Work with clients to identify financial needs.
• Provide advice to newer Retail Banking associates.

Skills

Sales and referrals

Client relationship management

Consumer lending knowledge

Leadership skills

Education

Associate degree

Bachelor's degree preferred

Job description

General Summary

The role of the Relationship Banker is to establish new and increase existing client account relationships through sales and referrals of bank products and services. This position serves as a proactive member of the Retail Banking branch team by being an initial sales and service contact for new and existing clients, effectively managing existing clients and their book of business to support the retention and growth of profitable client relationships through sales of deposit, loan, and electronic banking products.

Primary Duties/Responsibilities

• Perform daily responsibilities to include cross‑selling additional bank products, opening and closing accounts, servicing customers.
• Process stop payments, wire transfers, place check orders, process special instructions on accounts and account maintenance requests.
• Actively work with clients to identify current and future financial needs, and effectively offer solutions either directly or indirectly through business partner referrals.
• Partner with the Mortgage Banking Advisor assigned to the branch to assist in the processing and delivery of mortgage banking products; utilize this opportunity to effectively acquire new deposit and loan clients.
• Provide advice and guidance to newer Retail Banking associates and assist in complex situations.
• Deliver financial solutions, service, and professionalism to all internal and external clients consistently exceeding expectations.

Qualifications

• Associate degree required; Bachelor’s degree preferred.
• Minimum 3–5 years of related work experience required.
• Knowledge or experience in consumer lending preferred; additional banking experience will be considered in lieu of a degree.
• Possesses proven leadership skills and abilities.

Physical Demands

Remaining in a stationary position, often standing or sitting for prolonged periods. Adjusting or moving objects up to 10 lb.

Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, and protected veteran status.